ESG Currents

There’s a very clear green premium for new operationally net zero carbon buildings, says Tom Walker, co-head of global listed real assets at Schroder Property Investment. With buildings accounting for 40% of global emissions, real estate is under pressure to stay ahead of environmental legislation. In this episode of Bloomberg Intelligence’s ESG Currents podcast, BI analyst Grace Osborne is joined by Walker and Vincent Van Bijleveld, the director of the Global Real Estate Engagement Network, to discuss the role of technology, relationships and capital spending in building a net zero world.This conversation was recorded on July 2. See omnystudio.com/listener for privacy information.

In his book “The End of Eden: Wild Nature in the Age of Climate Breakdown,” Adam Welz provides stunning examples of the devastating impact of climate change on the natural world. In this episode of Bloomberg Intelligence’s ESG Currents podcast, the author joins BI director of ESG research Eric Kane to discuss why he prefers the term climate breakdown over climate change, how he selects species to focus on given the myriad examples, and why it’s important to look beyond the impact of climate change on humans. This episode was recorded on July 3.See omnystudio.com/listener for privacy information.

Delta Air Lines aims to be net zero by 2050. Achieving this goal requires investment in technologies, strategic partnerships and the use of sustainable aviation fuel (SAF). In this episode of the ESG Currents podcast, BI analysts Eric Kane and Margot Wentzel are joined by Amelia DeLuca, chief sustainability officer at Delta, to discuss how airlines can transition to net zero by weaving sustainability into the fabric of the business. DeLuca emphasizes her focus on data analysis and allowing data to inform company carbon-reduction strategies, as well as using it to drive change inside and outside of Delta. This episode was recorded on June 3.See omnystudio.com/listener for privacy information.

Given the array of new ESG funds and strategies over the past few years, along with the changing regulatory environment and shifts in demand, efforts to ensure strong management have taken on added importance. In this episode of ESG Currents, BI analyst Shaheen Contractor is joined by Mark Hays, director of sustainable & impact investing at Glenmede, to better understand all aspects of the manager-selection process. He discusses fees, performance and asset allocation, to tips and tricks in selecting capable managers. This episode was recorded on May 7.See omnystudio.com/listener for privacy information.

Flood, fire and wind risks have begun migrating across the US, creating a need for better home insurance pricing and analytics. On this week’s episode of ESG Currents, BI senior analyst Andy Stevenson is joined by Dr. Jeremy Porter, chief scientist at First Street, to discuss ways of getting better climate data into the hands of consumers, companies and federal agencies. This episode was recorded on June 3.See omnystudio.com/listener for privacy information.

The changing regulatory landscape, energy policy and backlash against ESG are some of the key developments affecting both public and private companies over the past few years. On this episode of ESG Currents, BI analyst Shaheen Contractor is joined by Charlotte Peyraud and Rob Teigman, the co-heads of Sustainability Advisory Services at Houlihan Lokey, to discuss the energy transition and ESG landscape through the lens of an adviser. They also outline key takeaways from advising and supporting board members. This episode was recorded on May 2.See omnystudio.com/listener for privacy information.

“In a long-term investing framework, high quality, high conviction, fundamental, mission-driven businesses that provide society with what it really needs will outperform,” says Colin le Duc, a founding partner at Generation Investment Management. Founded in 2004, Generation is a pure-play sustainable investment manager, and according to its website, “It is all we do. It is all we will ever do.” On this episode of the Bloomberg Intelligence ESG Currents podcast, le Duc joins Eric Kane, BI’s director of ESG research to discuss the evolution of sustainable investing, the need to institutionalize impact investing, net-positive companies, his view that sustainable investing is hard, essential and insufficient, and much more. The episode was recorded on May 15.See omnystudio.com/listener for privacy information.

Partanna Global is on a mission to change the way the world builds by creating concrete that’s carbon negative. In today’s episode of Bloomberg Intelligence’s ESG Currents podcast, Partanna Co-Founder and CEO Rick Fox joins Chris Ratti, BI’s senior ESG credit analyst, to discuss combating the climate crisis with a winning mindset, the company’s innovations, carbon credits and next steps for change.See omnystudio.com/listener for privacy information.

Who can take a boardroom, sprinkle it with climate goals? On this week’s episode of the ESG Currents Podcast, Bloomberg Intelligence Senior ESG Analyst Rob Du Boff speaks with one such candy man, former President & CEO of Mars Incorporated Grant Reid. At the privately held multinational manufacturer of candy and other foods, Reid used the levers of corporate governance to drive sustainability outcomes. He talks about enabling sustainability through compensation policies, corporate strategy and executive leadership. For more insights, register here for BI ESG’s June 4 virtual conference, COP 28.5: Looking Back on Dubai, Looking Ahead to Baku. This episode was recorded on April 22, 2024.See omnystudio.com/listener for privacy information.

Marc-André Blanchard, Executive Vice President and Global Head of Sustainability at CDPQ, shares insights from his extensive background, including his role as Canada's UN Ambassador. He argues for a transformative approach to sustainable finance, highlighting the importance of blended finance and collaboration among stakeholders. Blanchard emphasizes balancing regulation with market incentives to drive real change. The discussion also touches on the need for innovative solutions to unlock sustainable investments while addressing risks in emerging markets.