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
Oct 5, 2018 • 12min
A Short History of ESG: Part I
For more than 3,000 years, you've been ESG investing, in four chapters. Chapter 1: Your religion is also your financial advisor (1:36), Chapter 2: Financial outcomes are secondary considerations (3:06), Chapter 3: We find out what you really know (4:51), Chapter 4: The milk spills (6:37), all on the record.
Sep 24, 2018 • 16min
Join the Gang: Climate Edition
A task force chaired by a billionaire has sent investors looking for advice on climate from unlikely sources that may just have them joining a gang. The TCFD (0:00), learning from... oil and gas? (4:00), don't forget renewables (6:32), to divest or engage (8:41), all on the record.
Sep 18, 2018 • 16min
The Privacy of Things
Could the data you provide your dishwasher some day be more valuable than the dishwasher? Internet of Things (0:00), hacking and Hackers (2:55), the GDPR (4:00), Cambridge Analytica (7:06), converging IoT and social media data (10:06), all on the record.
Sep 11, 2018 • 14min
When Genius Meets Governance
Thinking of Tesla, how should an investor balance good governance with visionary brilliance? Atari and Tesla (0:22), checks and balances (2:32), overgovernance at Apple (4:13), Google's golden shares (5:38), and the Tesla "problem" (9:10), all on the record.
Sep 4, 2018 • 13min
Back to School Special: Student Debt, Consumer Finance, and Robots
Student debt is huge in the US, but as an investor, is it a good bet? The trend of consumer finance (1:44), Navient stands out (3:38), the reckoning is... robots?(5:35), and it might actually be a skills crisis (8:30), all on the record.
Aug 30, 2018 • 13min
Indra Nooyi, and Why Diversity of Management Matters
Longtime PepsiCo CEO Indra Nooyi... or one of few women CEOs?... steps down. We talk to Meggin Thwing-Eastman about why that matters. 'Another female CEO done' (0:36), board diversity and employee productivity (1:44), diversity as an investment theme (3:40), more data (6:17), and a little game (9:47), all on the record.
Aug 28, 2018 • 19min
Where should we even start? 2018 ESG Trends redux
Environmental, social, and governance investing related news, research, and trends. In this episode, we start at the beginning... of 2018. We revisit our conversation with Linda-Eling Lee from January as she walks us through the major ESG trends of this year. Emerging markets (1:48), carbon and asset allocation (4:10), fixed income and ESG (6:30), how much disclosure matters, or does it (9:28), and the Year of the Human (12:49) are discussed.
Aug 24, 2018 • 7min
Welcome to the MSCI ESG Research Podcast, ESG Now
Environmental, social, and governance investing related news, research, and insights. The MSCI ESG Research podcast series, ESG Now, officially launches soon. In this teaser episode, one of the hosts, Matt Moscardi, asks his family what they think he does for work exactly (before turning to an expert to get a real answer).
