CFA UK

“Harmonised supply chain data is just not there yet, so you have to do the work yourself.” In this episode of the In Conversation podcast series, Oliver MacArthur, CFA, member of the CFA ESG working group, is joined by Anthony Linehan, CFA, Partner, Portfolio Manager and Head of ESG Strategy at Somerset Capital Management LLP. Together they discuss why supply chain risks are more prominent in emerging markets and how they impact emerging market companies and their investors.

To celebrate Pride Month, this episode of the In Conversation podcast series sees Daniel Yates, CFA, Executive Director at J.P. Morgan speak to Julia Hoggett, the first openly gay chief executive officer of the London Stock Exchange in its 300-year history. Julia explores a number of important topics about DEI with Daniel, including the importance of Pride, the investment industry’s approach to diversity on boards, and shares essential advice for the next generation.

In this episode of the In Conversation podcast series, Rhodri Preece, CFA Senior Head of Research at CFA Institute, is joined by Rebecca Fender, CFA Head of Strategy and Governance for Research, Advocacy, and Standards at CFA Institute. Together they discuss how trust is at the heart of all financial transactions and, following the recently published 2022 CFA Institute Investor Trust Survey, how levels of trust are at an all-time high. So what are the factors that have influenced this change and what impact that it can have on the profession as a whole?

In this episode of the In Conversation podcast series, Alan Livsey, CFA, is joined by Sarah Maynard, ASIP Global Head of External Diversity, Equity, and Inclusion (DEI) at CFA Institute, to discuss the launch of a new DEI code in the US and Canada earlier this year. The code has been designed to drive the industry DEI agenda forward and define key principles for firms to implement. Helping those from underrepresented communities looking to enter the industry, and afford opportunities to those already in it to build a more inclusive investment profession.

John Teahan, CFA Portfolio Manager at Redwheel (formerly known as RWC partners) continues the conversation with Sacha Sadan, newly created Director of ESG at the Financial Conduct Authority (FCA). Here they focused on labelling, particularly on the transition and impact labels. Together they spoke about UK government’s net-zero ambition and what that means, alongside universal owners growing focus on system issues and the increasing calls for devolving shareholders voting rights.

In the eighth episode of our Climate Change podcast, John Teahan, CFA Portfolio Manager at Redwheel (formerly known as RWC partners) talks with Sacha Sadan, newly created Director of ESG at the Financial Conduct Authority (FCA). Together they discuss challenges to ESG, from some recent high-profile criticism, to expanding multiples of proper ESG stocks and sectors, onto the creation of the international sustainability standards board and how that might help reduce the confusion around ESG ratings.

In this episode of the In Conversation podcast series, David Clarke, CFA, is joined by Alasdair (Sandy) Nairn, CFA, a leader in investment management representing a varied career from Scotland to the US and back. From his current position as chair of the Templeton Global Equity Group he has taken time to review his analysis and discuss the evidence of excess in the markets, exploring the danger behind every single investable asset class, and asking the inevitable question ‘is the bubble about to burst?’

In this episode of the In Conversation podcast series, Alan Livsey, CFA, is joined by Monica Filkova, CFA, a specialist on sustainable finance in climate change for investment. Monica’s expertise focuses on climate finance, green bonds, sustainability disclosures, fixed income, and structured finance. Monica served the CFA UK ESG Panel which developed the Certificate in ESG Investing, and now leads the CFA UK CCI Panel, launching the new Certificate in Climate & Investing in February 2022. As Climate Change and ESG Manager at Aviva, Monica shares her story and the importance of sustainability in finance today.

In the seventh episode of our Climate Change podcast, we kick off the new year talking impact investing with Maria (Largey) Smith, Head of the Financial Institutions sector team at the CDC Group. John Teahan, CFA Portfolio Manager at Redwheel (formerly known as RWC partners) delves into world of development investment solutions with Maria. Learn how impact investors operate today and their proposed solutions to reduce the impact of climate change tomorrow.

John Teahan, Portfolio Manager at RWC partners talks to Sonja Laud, Chief Investment Officer at Legal and General Investment Management. In this episode, they discuss LGM's leading work on climate issues, engagement, and resolutions.