

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

May 11, 2022 • 50min
The SEC’s Climate-related Disclosure Requirements – We ask the Experts
We talk with Sandy Peters, CPA, CFA, Senior Head, Global Advocacy, CFA Institute and Wes Bricker, Vice-Chair – US Trust Solutions Co-Leader at PwC. We discuss the SEC’s proposed rules about climate-related disclosure and how they will impact investors and companies. We talk about the financial disclosures required, greenhouse gas emissions disclosures and the materiality of climate related information.

Apr 27, 2022 • 59min
A Talk with ESG Renaissance Man, Ben Yeoh; Portfolio Manager, Educator, Podcaster, Playwright
We talk with Ben Yeoh, Senior Portfolio Manager, RBC Global Asset Management. Our wide ranging conversation includes discussions of ESG integration, ESG education, demographics, Economist Thomas Malthus, and the future of capitalism. We also talk about current and impending regulation and policy around ESG disclosure as well as the intersection of art and ESG. Listen to his personal podcast, Ben Yeoh Chats https://www.thendobetter.com/podcast Follow him on LinkedIn https://www.linkedin.com/in/benjamin-yeoh-445133/ Follow him on Twitter https://twitter.com/benyeohben

Apr 13, 2022 • 48min
Addressing Systematic Risk through Improved Internal Governance and Financial Structures
We talk with Delilah Rothenberg, Co-Founder and Executive Director of the Predistribution Initiative. We discuss how the Predistribution Initiative is working with investors to create investment structures and asset allocation strategies that better address systematic risks. We talk about how a focus on how internal standard setting, disclosure, improved governance and financial practices can help build more regenerative investment structures and align practices of investment professionals with their stewardship counterparts. LINK: Visit The Predistribution Initiative website at: https://predistributioninitiative.org/

Mar 30, 2022 • 36min
Climate Change, Natural Capital and Sustainability in Asia
We talk with Mervyn Tang, Head of Sustainability Strategy, APAC at Schroders. We discuss what investors should be looking for when analyzing a company’s climate change strategy and decarbonization efforts. We talk about the growing investor interest in the area of natural capital and how Asia sits in the center of many efforts to address investments in biodiversity. LINK: Visit Schroders Talking Point for market news and expert views http://www.schroders.com/talkingpoint

Mar 16, 2022 • 45min
The Level of Climate Disclosures is Bad… How Bad?
We talk with Barbara Davidson, Head of Accounting, Audit and Disclosure at Carbon Tracker Initiative. We discuss Carbon Tracker’s recent report; Flying Blind: The Glaring Absence of Climate Risks in Financial Reporting, which detailed the troublingly low level of consideration of climate risk impacts in financial climate related reporting for some of the most carbon intensive global companies. We talk about the CA100+ Net Zero Company benchmark and its new Climate Accounting and Audit Assessment that aims to bring better transparency to ‘climate accounting’ issues. Finally, we talk about the efforts of regulators and policymakers around the world and what to expect from coming climate-related disclosure initiatives. More on Carbon Tracker at www.carbontracker.org LINKS: https://carbontracker.org/reports/flying-blind-the-glaring-absence-of-climate-risks-in-financial-reporting/

Mar 2, 2022 • 23min
How Investors Can Incorporate Racial Justice Data into the Investment Process
We talk with Olivia Knight, Racial Justice Initiative Manager, As You Sow. We discuss how investors can better track whether companies are walking the walk as well as talking the talk on racial justice and environmental justice issues. We talk about the increase interest in social justice data, and what companies and industries are doing a better job of providing investors with this information. More on As You Sow: https://www.asyousow.org/

Feb 17, 2022 • 26min
How Accounting Can Save the World
We talk with Andrew Watson, Founder and Director, Rethinking Capital. We discuss how accounting, and in particular normative accounting can be used to help address climate change and other sustainability issues. We talk about how the assumptions we make with our accounting systems set the incentives, and how accounting can be used to help incentivize sustainable finance.

Feb 2, 2022 • 46min
Casting a Critical Eye at Sustainability Inc. and ESG Investing
We talk with Ken Pucker, Advisory Director at Berkshire Partners and a Senior Lecturer at the Fletcher School at Tufts University. We discuss Ken’s time at Timberland, where he was at the forefront of the company’s social responsibility movement. We talk about the challenges facing the sustainable finance, ESG investing and impact accounting.

Jan 19, 2022 • 41min
A Quantitative Approach to Sustainable Investing – Data, Emerging Markets and Impact
We talk with Asha Mehta, CFA, Managing Partner and Chief Investment Officer at Global Delta Capital. We discuss how investors can approach sustainable investing from a quantitative point of view. We talk about the state of ESG data, the coming evolution of ESG disclosures, emerging markets, SDGs and impact investing.

Jan 6, 2022 • 25min
Sustainable Coffee, Wine and Agriculture.
We talk with Sandra Taylor, Founder and President, Sustainable Business International. We discuss her time leading the Sustainability efforts at Starbucks as well as her current work with wineries to help winemaking become more sustainable and equitable. We talk about organic, biodynamic and sustainable agricultural practices and what role these practices have in a more sustainable agricultural system.