

Sustainability Now
MSCI ESG Research LLC
News and investment research brought to you weekly covering major market trends and new research insights. With topics ranging from climate impact on investment portfolios, corporate actions, trending investment topics, and emerging sustainability issues, hosts Mike Disabato and Bentley Kaplan of MSCI ESG Research walk through the latest news and research that is top of mind for the week.
Episodes
Mentioned books

Jun 19, 2020 • 21min
The ESG Weekly: As Norilsk counts the cost of a diesel spill in the arctic, thawing permafrost sounds a cautionary tale
The spilling of 21,000 tons of diesel in Siberia in late May, 2020 echoes the Exxon Valdez disaster from more than 30 years ago. But the case of Norilsk Nickel also highlights how today's responsible investors find themselves in a new landscape as climate change accelerates, with better data but more vexing conundrums.

Jun 12, 2020 • 23min
The ESG Weekly: Racial diversity data, contractor safety at construction companies during COVID‐19
This episode explores the complexity of collecting and using companies' racial diversity data, and then we discuss how at risk construction companies are as economies start to open and COVID‐19 continues to spread.

Jun 9, 2020 • 19min
ESG Spotlight: Looking at externally managed companies through a freshly polished lens
When a company hands over the reins to an external manager, it shifts the dynamic between shareholder, board and management. And although that may offer potential benefits, there is plenty to draw the attention of a wily governance analyst or a wary investor.

Jun 5, 2020 • 21min
The ESG Weekly: Twitter curates content but Facebook does not, there are some companies cutting carbon
This episode begins with our head of ESG research, Linda‐Eling Lee discussing the global protests surging across the US and the world; then we discuss the decision by Facebook management to not affix warnings to US President Trump's tweets after its industry peer, Twitter, decides to do so; and then we talk about one utility company that is successfully transitioning to a carbon neutral future.

May 29, 2020 • 18min
The ESG Weekly: Dam failure floods a Dow Chemical complex threatening toxic sites, the physical risk of climate change
Climate change has increased the frequency and severity of flooding, exposing companies with operations that abut or lay within the US Federal Emergency Management Area designated flood zones to possible damage. The breaching of two dams in Central Michigan this month resulted in historic flooding that mixed with Dow's chemical containment ponds and may have stirred up toxic sediment at a downstream superfund site where Dow is the responsible party. But could investors or the company have guessed the disaster would occur ?

May 22, 2020 • 20min
The ESG Weekly: The ESG of vaccines, and shareholders say JPM must talk climate
There are some promising COVID‐19 vaccines in early human trails, but we have some questions if they are successful: Who will own the patent? Who will distribute them? Who will be responsible if something goes wrong? And then we discuss the recent proxy battle at JPMorgan that ended with some interesting wins for climate activists.

May 15, 2020 • 18min
The ESG Weekly: Safety at airports, biofuel bailouts, and EU Taxonomy
Have COVID, will travel: As regions begin to tentatively reopen, airport employees find themselves on the frontline of possibly sick passengers, we discuss how the type of airport and what plans were in place before the pandemic are affecting airport security; then we discuss the ESG merits of biofuel in light of the industry's recent bailout request; finally, we look at how the EU Taxonomy will affect investors that have a sustainable mandate.

May 12, 2020 • 17min
ESG Spotlight: Oil, gas, and the small matter of an energy transition
With COVID‐19 hitting the pause button on the global economy, many are wondering if this is the start of the end for the oil and gas industry. We break down the basics, look at the different ways companies are planning for the future and discuss how investors can make sense of the risks involved.

May 8, 2020 • 22min
The ESG Weekly: Medical tourism and meat‐packers take a COVID‐19‐sized hit and warning bells ring over deforestation pledges
Like a cleaver and a scalpel, COVID‐19 is slicing through pre‐existing ESG vulnerabilities in the meat‐packing and medical tourism industries. Palm oil certifications make for sober reading as the New York Declaration on Forests nears its first milestone and India's strict lockdown is inspiring innovations both big and small.

May 1, 2020 • 19min
The ESG Weekly: Investors are worrying about the wrong workplace safety measures, green buildings are healthier during pandemics, and what it is like to be in China right now
At MSCI ESG Research, we spend a lot of time collecting information about workplace safety, but as economies start to reopen, we might need to pay attention to how close everyone is to each other while working. And then we discuss why the safety upgrades in green buildings might be the safest option for people during the COVID‐19 pandemic; then we continue our series where we ask our colleagues around the world what its like to live in their region during the coronavirus pandemic.