

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

Sep 15, 2021 • 34min
COP 26, The Task-Force on Climate Related Financial Disclosures, and the history of ESG Data
We Talk with Curtis Ravenel, Senior Advisor to former bank of England governor Mark Carney, COP26 Finance Advisor and UN Special Envoy for Climate Finance. Mr. Ravenel discusses how the Task Force on Climate Related Financial Disclosure or TCFD has conducted its work and structured its recommendation since it was formed by the G20’s Financial Stability Board in 2015.

Sep 1, 2021 • 20min
Introduction to Carbon-Markets
We talk with Michael Azlen, Founder and CEO, Carbon Cap Management LLP who frames the discussion on carbon markets in terms of where we’ve been, where we are and where we are going. Mr. Azlen reviews the importance of carbon pricing and how government regulated carbon markets provide a market-based solution to climate change which offers the best chance of addressing the problem at the scale and speed that the climate crisis requires.

Aug 18, 2021 • 28min
The State of Diversity at Public Companies and Boards
The State of Diversity at Public Companies and Boards We talk with Deborah Gilshan, Advisor, Investment Stewardship & ESG, founder of the 100% Club and author of the report The Ethics of Diversity. She notes that at the current pace, it will take 257 years to achieve global economic gender parity, and stresses the need for urgency. In this podcast she discusses how diversity at companies, on boards and in management can act as a catalyst to achieve needed change at a more rapid pace. Discussed in the podcast is the report Closing the Racial Inequality Gaps: The Economic Cost of Black Inequality in the US by Dana M. Peterson and Catherine L. Mann.

Aug 4, 2021 • 24min
How Does Modern Portfolio Theory Take Into Account Sustainability?
Matt Orsagh, Senior Director, Capital Markets Policy at CFA Institute talks with Jon Lukomnik, co-author of the book “Moving Beyond Modern Portfolio Theory: Investing That Matters”, to explore how one of the major pillars of modern investing and finance, “Modern Portfolio Theory” may need to evolve to better take into account the rise of ESG integration and sustainable investing. Jon Lukomnik on LinkedIn: https://www.linkedin.com/in/jon-lukomnik-6164415/ Moving Beyond Modern Portfolio Theory 1st Edition: https://www.amazon.com/Moving-Beyond-Modern-Portfolio-Theory/dp/0367760827