

The Sustainability Story
CFA Institute
The Sustainability Story podcast explores how environmental, social, and governance issues intersect with the investment industry and the global financial system. Each episode features insights from leading experts and practitioners who share stories of innovation and real-world experiences in sustainable investing.
To reach our hosts regarding sustainability-related topics: Deborah Kidd at Deborah.Kidd@cfainstitute.org, Nicole Gehrig at Nicole.Gehrig@cfainstitute.org and Paul Moody at Paul.Moody@cfainstitute.org
To reach our hosts regarding sustainability-related topics: Deborah Kidd at Deborah.Kidd@cfainstitute.org, Nicole Gehrig at Nicole.Gehrig@cfainstitute.org and Paul Moody at Paul.Moody@cfainstitute.org
Episodes
Mentioned books

Feb 14, 2024 • 31min
Jeff Brenner: The Power of Impact Investing in Affordable Housing
This episode of the Sustainability Story explores the world of impact investing in real estate, with a specific focus on affordable housing. Host Andres Vinelli is joined by Jeff Brenner, President and CEO of IMPACT Community Capital, an investment advisor dedicated to advancing opportunity in under-invested communities. They discuss the origins of IMPACT and its mission to make investments that have a positive impact on communities. They also delve into the challenges and opportunities in the affordable housing space and how impact investing can help address issues of poverty and equity. Tune in to learn more about the potential for investors in this asset class and the importance of building sustainable infrastructure for under-invested communities.

Jan 24, 2024 • 36min
Thierry Philipponnat: The Role of the Banking Sector in the Net Zero Transition
Thierry Philipponnat, Chief Economist at Finance Watch, shares his insights on the banking sector's crucial role in achieving a net zero economy. He highlights the challenges banks face in integrating climate risk into financial practices. The discussion delves into the EU’s Sustainable Finance Agenda, exposing a disconnect in sustainability information quality. Philipponnat emphasizes the alarming trend of companies misrepresenting climate risks and stresses the need for regulatory reforms. Urgency for sector-specific transition standards is called for to ensure effective planning towards sustainability.

Jan 5, 2024 • 36min
James Alexander: 2023 Successes in Sustainability Regulations and Standards and What Lies Ahead
2023 was a year of milestones for regulations and standards to improve sustainable investment transparency, comparability, and credibility. In this episode of The Sustainability Story, host Deborah Kidd, CFA, talks with James Alexander, chief executive at UKSIF. They discuss the new UK regulation for sustainable investment product labels, the IFRS international corporate sustainability disclosure standards, and the establishment of harmonized definitions for key responsible investment terms by the PRI, GSIA, and CFA Institute. James shares his views on the successes of the past year and the work that still needs to be done to create a sustainable finance system.

Dec 6, 2023 • 36min
Harriet Waters: Insights on Environmental Sustainability from the University of Oxford
In this episode of the Sustainability Story podcast, Andres Vinelli is joined by Harriet Waters, the head of environmental sustainability at the University of Oxford. Harriet shares the highlights of Oxford's sustainability journey and explores the lessons learned that can be applied to other organizations. She discusses her personal journey into environmental issues and how she became involved in the field. Tune in to learn about Oxford's sustainability strategy and gain valuable insights for your own sustainability initiatives.

Nov 20, 2023 • 41min
Brian Tomlinson: Understanding the Impact of EU Reporting Requirements on Non-EU Investors
In this episode of The Sustainability Story, host Sandy Peters is joined by Brian Tomlinson, a managing director in Ernst & Young's financial accounting and advisory services practice. They discuss the EU's Corporate Sustainability Reporting Directive and its impact on non-EU-based multinationals. While the extraterritorial nature of the EU's reporting requirements may be known among policy experts, it is less understood by US companies and investors. The episode delves into the potential implications and importance of this directive for sustainability reporting and investment decision making.

Nov 8, 2023 • 28min
Sean Kidney: Climate Bonds, Public Policy, and the Historic Low Carbon Transition
As the world economy transitions from high carbon to low carbon, the largest global investment in history is underway. In this episode of The Sustainability Story, host Deborah Kidd, CFA, talks climate bonds, transition, and policy with Sean Kidney, CEO of Climate Bonds Initiative, an international NGO working to mobilize global capital for climate action. Learn how bond investors can both drive change and profit from a world that is rapidly evolving, and why Sean says the policy action he’s seeing fills him with hope at what he calls our 11th hour.

Oct 11, 2023 • 31min
Rob Bauer: Building a Bridge for the Future and the Importance of Shareholder Engagement on ESG Issues
Josina Kamerling, Head of Regulatory Outreach EMEA at CFA Institute, and Rob Bauer, Professor of Finance at School of Business and Economics, Maastricht University, and co-author of the paper “Private Shareholder Engagements on Material ESG Issues,” discuss the main findings of his research and how private engagements can address financially material ESG issues while contributing to firm performance. Read the full report here: https://cfainst.is/3F9YbdT

Sep 13, 2023 • 44min
Spencer Glendon: The Role of Climate in Shaping the Future of Business
In this episode of The Sustainability Story, host Andres Vinelli interviews Dr. Spencer Glendon, founder of Probable Futures—a nonprofit organization focused on climate science accessibility from the CFA Institute Climate Risk and Returns conference. Dr. Glendon, an expert on climate change with a background in finance and economics, shares his journey and the importance of climate literacy. He explains the importance of climate literacy and how it intersects with environmental issues. Tune in to gain insights into the work being done to influence the conversation on climate change. Visit https://probablefutures.org to access interactive maps, science, historical context, and stories to help visualize a range of possible climate futures.

Aug 31, 2023 • 27min
Julian Kölbel: Cutting through the Confusion on ESG Ratings and What Works in Impact Investing
Dr. Julian Kölbel discusses the confusion around ESG ratings and what works in impact investing. They tackle issues such as reliability and regulation of ESG ratings, evidence-based strategies for impact investing, and the importance of additionality and shareholder engagement in achieving positive change.

Jul 19, 2023 • 26min
Brian Minns, CFA: Guiding the Path to Net Zero Emissions
Are you ready to crack the code on sustainable investing? We promise a plethora of insights in our thought-provoking conversation with Brian Minns, CFA, the Managing Director of Responsible Investing at University Pension Plan Ontario. Fusing his engineering acumen with financial expertise, Brian is at the forefront of driving environmental, social, and governance (ESG) values in investments. Not only will you hear about his transformative journey from engineer to finance guru, but he also reveals how he co-founded the Canadian Responsible Investment Working Group and illuminates the ongoing growth in understanding sustainable finance among professionals. Fasten your seat belts as we navigate through the second half of our discussion, where Brian takes the wheel, guiding us through the University Pension Plan's approach to integrating ESG factors into their investment process. He tackles the tough questions around proxy voting, greenwashing and how to assess partners effectively. In an especially riveting segment, we confront the looming hurdles in our race towards net zero emissions — a challenge that demands rapid emissions reductions, regulatory intervention, and carbon pricing. Brian's compelling call-to-action encourages us all to start addressing environmental issues and climate change — it's an episode that's sure to spark your curiosity and leave you inspired!