
ESG Currents (Bloomberg)
Explorez tous les épisodes de ESG Currents
Date | Titre | Durée | |
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10 Jan 2024 | When the Data Isn’t Perfect, You Still Have to Act | 00:40:35 | |
Investor action is foundational to ESG, and Ceres has long been at the forefront of working with capital markets to address sustainability challenges. The Ceres Investor Network includes more than 220 institutional investors with more than $45 trillion in assets, and focuses on climate, water and biodiversity. On this episode of the ESG Currents podcast, the Rev. Kirsten Snow Spalding, Ceres’ Vice President, Investor Network joins Eric Kane, Bloomberg Intelligence’s director of ESG research to discuss Ceres’ theory of change, the power of investor networks, how transition plans will become synonymous with business plans and the fact that when the data isn’t perfect, you still have to act. This episode was recorded on Oct. 17th. See omnystudio.com/listener for privacy information. | |||
23 Oct 2024 | Storms Rival Hurricanes in $100 Billion New Norm | 00:39:23 | |
Insured natural-catastrophe losses of around $100 billion a year are the new norm, according to Tobias Grimm, Head of Climate Advisory and Natural Catastrophe Data at Munich Re. On this week's episode of ESG Currents, Grimm joins Bloomberg Intelligence analysts Grace Osborne and Andrew Stevenson to discuss prevention, protection gaps and the rise of unpredictable climatic events, as well as premium opportunities in the low-carbon space. This episode was recorded on Oct. 2. Register here to attend BI's ESG conference in New York on Dec. 11: https://bbgevent.app/esg-investment/ See omnystudio.com/listener for privacy information. | |||
21 Sep 2023 | There's More to E Than Climate: ESG Currents | 00:32:42 | |
ESG has become established as a key business theme as companies and investors seek to navigate the climate crisis, energy transition, social megatrends, mounting regulatory attention and pressure from other stakeholders. The rapidly evolving landscape has become inundated with acronyms and we aim to break them down with industry experts. Welcome to the first episode of ESG Currents, hosted by Bloomberg Intelligence Analysts, Eric Kane, Director of ESG Research and Andy Stevenson, Senior Climate Analyst, as they discuss the ‘E’ in ESG and why it seems to garner more attention compared to the ‘S’ and ‘G’. Recorded as of 7/14/2023. Send your questions to esgcurrents@bloomberg.net. See omnystudio.com/listener for privacy information. | |||
12 Jun 2024 | A Changing Landscape From Politics to Boardroom | 00:41:55 | |
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. | |||
18 Sep 2024 | Kukuljan on the Orange-Crop Shock and Nature-Positive Investing | 00:36:32 | |
There’s a $10-trillion opportunity in nature-positive investing, says Ingrid Kukuljan, head of impact and sustainable investing at Federated Hermes. About half of global GDP is moderately or highly dependent on nature, yet relentless exploitation has led to risks ranging from labor productivity to the global supply of oranges. In this episode of Bloomberg Intelligence’s ESG Currents podcast, BI analyst Grace Osborne talks to Kukuljan about the risks of biodiversity loss, corporate champions of a regenerative economy and her hopes for COP16 next month. See omnystudio.com/listener for privacy information. | |||
06 Dec 2023 | ESG By Proxy — Shareholder Proposals Hit Record | 00:26:57 | |
2023 saw a record number of shareholder proposals pushing companies to bring environmental and social issues more into focus, and one of the most active in the space has been As You Sow. Founded in 1992, the group bills itself as the nation’s non-profit leader in shareholder advocacy. They have an extensive track record of putting forward resolutions on issues such as energy & climate, social justice, and the circular economy. On this episode of the ESG Currents podcast, BI analyst Rob Du Boff sits down with Danielle Fugere, As You Sow's President & Chief Counsel. This episode was recorded on Oct. 10. See omnystudio.com/listener for privacy information. | |||
16 Apr 2025 | Scaling Removal of GHG to 10 Gigatons by 2050 | 00:39:12 | |
Reducing greenhouse-gas emissions remains the top priority in addressing climate change. However, it’s increasingly clear that these efforts must be complemented by greenhouse-gas removal. The extent needed is difficult to pin down, but a recent report, Scaling Technological Greenhouse Gas Removal: A Global Roadmap to 2050, by the Bezos Earth Fund and the Rocky Mountain Institute is anchored around the idea that we need to achieve 10 gigatons in annual technological extraction by 2050. Noel Bakhtian, director of Technology Acceleration and lead of the GHG Removal Initiative at the Bezos Earth Fund, and Rudy Kahsar, principal for Climate-Aligned Industries at the Rocky Mountain Institute, join BI director of ESG research Eric Kane on this episode of ESG Currents. They discuss the road map and many of the steps needed to achieve this massive increase in scale from less than 1 megaton of removals currently. The episode was recorded on March 25. See omnystudio.com/listener for privacy information. | |||
17 Jan 2024 | Baristas vs. the Board: A Proxy Fight at Starbucks | 00:24:53 | |
Over the past three years, Starbucks has become a notable battleground for the resurgence of the American labor union. Amid continuous pushback from management, the unions are now leveraging a new tool in the fight -- corporate governance. The Strategic Organizing Center (SOC), a coalition of labor unions, recently began its first activist campaign, seeking three seats on the Starbucks board at the annual meeting this spring. On this episode of ESG Currents, senior ESG analyst Rob Du Boff spoke with Tejal Patel, corporate governance director at SOC Investment Group, to discuss why the unions decided to go active, what it would take to win, and other issues at the intersection of Social and Governance. See omnystudio.com/listener for privacy information. | |||
18 Dec 2024 | Say What You Want, But ESG Isn’t Going Anywhere | 00:37:47 | |
As debates around the language and value of ESG persist, the underlying issues continue to influence companies, industries and markets. In this episode of Bloomberg Intelligence’s ESG Currents podcast, BI’s director of ESG research, Eric Kane, is joined by the analysts who have hosted episodes throughout the year to discuss the key ESG themes that will affect investments in 2025. Andrew Stevenson, Rob Du Boff, Melanie Rua, Conrad Tan, Gail Glazerman, Margot Wentzel, Grace Osborne and Christopher Ratti share insights on the climate, supply chains, water, sustainable debt, regulation, cybersecurity, nature and much more. See omnystudio.com/listener for privacy information. | |||
02 Apr 2025 | How AWS Fosters Weeding Robots, Other Climate Tech | 00:33:50 | |
AI’s role in climate is often framed around increased energy use and emissions, but what if it could help solve the crisis? In this episode of Bloomberg Intelligence’s ESG Currents, we explore how Amazon Web Services is helping foster AI-driven climate-tech companies, including through the Compute for Climate Fellowship. AWS’ Head of Climate Tech Business Development, Startups and Venture Capital Lisbeth Kaufman joins BI director of ESG research Eric Kane to discuss how she drew inspiration from The Toxic Avenger, and highlights real-world applications of computing and AI in fusion energy, crop yields, pest mitigation and textile production. See omnystudio.com/listener for privacy information. | |||
29 Nov 2023 | Hot Topics in Sustainability Disclosure With ISSB | 00:41:41 | |
The ISSB seeks to bring the rigor of financial accounting to investor-focused sustainability reporting and is proactively involved in consolidating the ESG disclosure landscape, but board members Verity Chegar and Jeff Hales caution that, even with improvements, a complicated world will remain complicated. Jeff and Verity join Bloomberg Intelligence analysts Gail Glazerman and Eric Kane on this episode of ESG Currents to discuss materiality in the context of sustainability reporting, evaluating disclosure vs. actual performance on ESG issues and ISSB’s priorities.
See omnystudio.com/listener for privacy information. | |||
20 Nov 2024 | Manulife IM on Nature’s Value in Private Markets | 00:33:52 | |
Private markets are uniquely positioned to unlock the value of nature, which may be one of the world’s most underappreciated assets. On this week’s episode, BI’s senior ESG associate Melanie Rua is joined by Anne Valentine Andrews, global head of private markets at Manulife IM, and Brian Kernohan, the firm’s chief sustainability officer, to discuss how nature and climate can drive investment strategies. They explore frameworks such as TCFD and TNFD, the intricacies of carbon credits and biodiversity markets and the future of portfolio diversification. With over $16 billion in assets under management across agriculture and timberland, Manulife stands as the largest manager of natural capital assets. This episode was recorded on Oct. 18. For more insights, register for BI ESG’s Dec. 11 conference here: https://bbgevent.app/esg-investment/ See omnystudio.com/listener for privacy information. | |||
08 Nov 2023 | RGGI, the 'Quiet Giant' of Carbon Markets | 00:37:05 | |
"Carbon markets are a critical tool for decarbonization, and the Regional Greenhouse Gas Initiative (RGGI) provides a great case study. By 2030, the market is poised to eliminate 66% of CO2 emissions from utilities in Northeastern states, while already generating roughly $4.2 billion for participating states to invest in decarbonization. On this episode of the ESG Currents podcast Andrew McKeon, Executive Director of RGGI, joins Bloomberg Intelligence's Director of ESG Research Eric Kane to discuss how the market is structured, why it's successful, and how it might expand in the future. This was recorded on Oct. 17. See omnystudio.com/listener for privacy information. | |||
08 Jan 2025 | Getting Electrons Onto the Grid for the AI World | 00:36:33 | |
Energy-infrastructure developers are on the front lines of realizing the electricity growth need to power the AI revolution. In this episode of Bloomberg Intelligence’s ESG Currents podcast, Andrew John Stevenson, senior climate analyst, sits down with Dan Lee, Managing Partner at Simcore Partners. From the backup in grid availability in PJM plants to the opportunities to boost assets in Texas grid operator ERCOT, this episode delves deep into the process to get electrons on the grid in a timely, low-cost fashion. This episode was recorded on Dec. 11, 2024. See omnystudio.com/listener for privacy information. | |||
25 Sep 2023 | Defending the Climate | 00:33:50 | |
National security begins with food and water security. Erin Sikorsky, Director of the Center for Climate & Security, joins BI analysts Eric Kane and Andy Stevenson to explain how climate is changing how the US military looks at national security and their role in aiding disaster recovery efforts. Sikorsky also discusses how climate change is shaping the role of the military in China, Pakistan, and elsewhere. See omnystudio.com/listener for privacy information. | |||
06 Mar 2024 | ‘Green Is Not Black and White’ | 00:31:11 | |
Founded in 1998, Impax Asset Management is a pioneer in investing in the transition to a more sustainable economy. On this episode of the ESG Currents podcast, Ian Simm, Impax’s Founder and CEO, joins Eric Kane, Bloomberg Intelligence’s director of ESG research, to discuss the evolution of the ESG space, single vs. double materiality, net zero vs. net-zero aligned, the complexity of biodiversity, why “green is not black and white” and much more. This episode was recorded on Feb. 12. See omnystudio.com/listener for privacy information. | |||
25 Sep 2023 | Houston We Have A Methane Problem | 00:25:41 | |
Welcome to ESG Currents, hosted by Bloomberg Intelligence Analyst, Andy Stevenson who is joined by guest Debbie Gordon, Oil and Gas expert at RMI, to discuss the how methane emissions from US upstream oil and gas wells generate far more emissions than solar and wind prevent and how its not the big oil companies you know but the small oil companies you don’t that are keeping us back from reaching our climate goals. Recorded as of 7/26/2023. See omnystudio.com/listener for privacy information. | |||
13 Nov 2024 | Climate Vault’s Greenstone on Economics of Carbon | 00:36:09 | |
Economics is defined as the study of how society allocates scarce resources. So, can it help us more intelligently apportion carbon emissions? On this week’s episode of ESG Currents, Professor Michael Greenstone joins BI’s director of ESG research, Eric Kane, and senior ESG analyst, Rob Du Boff, to discuss his research on pricing the social cost of carbon and Climate Vault’s efforts to create a more robust market for carbon credits. Professor Greenstone is the director of the new Climate and Energy Institute at the University of Chicago, served as the chief economist in Barack Obama’s Council of Economic Advisers and is the co-founder of Climate Vault. For more insights, register for BI ESG’s Dec. 11 conference here. See omnystudio.com/listener for privacy information. | |||
09 Apr 2025 | Integrating Sustainability a Strategic Imperative | 00:26:23 | |
In the current political climate, corporate executives must address environmental, social and governance challenges with real authenticity while never losing sight of the strategic needs of their organizations. On this week’s episode of ESG Currents, Bloomberg Intelligence Senior ESG Analyst Rob Du Boff speaks with Amy Brachio, Global Vice Chair of Sustainability at EY and co-chair of the S30, a community of chief sustainability officers from some of the world’s most influential companies. They discuss how enterprises can better integrate sustainability into their core business to gain a competitive advantage — from the C-suite down to new employees.
See omnystudio.com/listener for privacy information. | |||
30 Oct 2024 | Synopsys CFO on Making AI More Efficient by Design | 00:29:38 | |
As demand for AI processing power has met a commensurate spike in energy demand — a potential barrier to growth and profitability — companies like Synopsys can play an integral role in helping improve processing efficiency and managing power consumption. On this episode of the ESG Currents podcast, Synopsys CFO Shelagh Glaser joins Bloomberg Intelligence senior ESG analysts Gail Glazerman and Andrew Stevenson to discuss how optimizing software early in the design process can boost efficiency. She also examines the benefits and challenges of infusing AI into the company’s own products. This episode was recorded on Sept. 11. Register here to attend BI’s ESG conference on Dec. 11. See omnystudio.com/listener for privacy information. | |||
09 Oct 2024 | PRI – Global Investor Push to Tackle Global Issues | 00:43:44 | |
Can financial markets help solve climate change, poverty and inequality on a worldwide scale? The UN-backed Principles for Responsible Investment supports an international network of investor signatories looking to incorporate ESG factors into investment and ownership decisions. Launched in 2006, the PRI has grown to more than 5,300 signatories managing over $121 trillion. Ahead of this week’s 16th annual PRI in Person conference in Toronto, senior ESG analyst Rob Du Boff chatted with PRI Chief Sustainable Systems Officer Nathan Fabian and board member Wendy Cromwell, vice chair and head of sustainable investment for Wellington Management. See omnystudio.com/listener for privacy information. | |||
29 May 2024 | Rick Fox and Partanna’s CO2-Absorbing Concrete | 00:37:11 | |
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. | |||
29 Jan 2025 | Forces for Nature, From Finance to Fashion | 00:48:46 | |
From the $50 billion forest-carbon market to 50,000 tons of waste being transformed into textiles, disruptive solutions will likely be key to moving toward a so-called nature positive economy. In this episode of Bloomberg Intelligence’s ESG Currents podcast, Grace Osborne, BI’s ESG integration analyst for EMEA, is joined by Tracy Farrell, CEO of the IUCN-US, and Giulio Bonazzi, CEO of Aquafil, in two conversations. These leaders discuss the multifaceted ways the world is moving to mitigate biodiversity loss, including bridging the estimated $942 billion biodiversity-financing gap and revolutionizing the use of recycled materials to enable companies such as Prada to Gucci to reduce their impact on the planet.
See omnystudio.com/listener for privacy information. | |||
25 Sep 2023 | Congressman Casten on ESG Policy in Washington, DC | 00:48:10 | |
Washington, DC has become an interesting place for investors between the climate incentives of the Inflation Reduction Act, the SEC’s disclosure rules and a growing pushback from House Republicans. Representative Sean Casten, co-chair of the Congressional Sustainable Investment Caucus, joins Bloomberg Intelligence analysts Rob Du Boff and Nathan Dean on this episode of the ESG Currents podcast to discuss how the government might address the climate crisis and ESG in the capital markets. The failure of “ESG Month” in Congress and “Hot FERC Summer” are also explained. See omnystudio.com/listener for privacy information. | |||
07 Aug 2024 | Sustainability Through the Disparate Lenses of Fishing and Credit Reporting | 00:26:47 | |
Corporate sustainability takes many shapes and forms, and nothing articulates this better than looking through the lenses of a commercial fishing company and a credit reporting agency. On this episode of Bloomberg Intelligence’s ESG Currents podcast BI’s director of ESG research Eric Kane talks with American Seafoods Chief Sustainability Officer Tim Fitzgerald and Cristina Banahan, the global head of citizenship and sustainability at TransUnion, at the recent Bloomberg Green Festival. They discuss broad topics, such as impact vs. materiality, and company-specific areas of focus including decarbonizing fishing fleets, protecting data privacy and more. This episode was recorded on July 11. See omnystudio.com/listener for privacy information. | |||
03 Apr 2024 | NYS Comptroller DiNapoli on Knowing When to Divest | 00:28:36 | |
Engagement plays an important role for managers to ensure the companies they invest in are managing ESG factors to maximize long-term value. But what happens when this engagement just doesn’t cut it? When the carrot doesn’t work, sometimes you need the stick. On this episode of ESG Currents, BI Senior ESG Analyst Rob Du Boff chats with NYS Comptroller Thomas P. DiNapoli. They discuss the recent announcement that the New York State Common Retirement Fund, one of the largest public pensions in the US, will restrict investment in eight oil and gas companies it deemed not ready for the carbon transition, including Exxon Mobil. This episode was recorded on March 26. See omnystudio.com/listener for privacy information. | |||
10 Jul 2024 | Welz on Climate Breakdown’s Impact on Wild Nature | 00:44:10 | |
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. See omnystudio.com/listener for privacy information. | |||
27 Nov 2024 | Artificial Intelligence in Sustainable Financing | 00:43:59 | |
The importance of green financing has grown in recent years and analyzing its impact has been a hurdle for many investors, one that may potentially be resolved with advances in artificial intelligence. In today’s episode Romina Reversi, Credit Agricole CIB’s head of Sustainable Investment Banking, Americas, Marcel Bock and Andreas Hoelzl, co-founders of Mensura AI, join Chris Ratti, Bloomberg Intelligence’s senior ESG credit strategist, to discuss how quantifying the impact of sustainable debt, using proceeds for green or social projects or linked to social and environmental KPIs, could be done using AI. Sustainable-finance professionals are faced with a myriad of challenges and AI can assist with automated workflows to decipher and improve comparability of the impact and allocation data points. For more insights, register here for BI ESG’s Dec. 11 conference. See omnystudio.com/listener for privacy information. | |||
15 May 2024 | CDPQ’s Blanchard on the Need to Do Sustainable Finance Differently | 00:37:45 | |
Finance plays a critical role in addressing climate change, but the current approach is seen as insufficient. In this episode of the Bloomberg Intelligence ESG Currents podcast, Executive Vice President and Head of CDPQ Global and Global Head of Sustainability Marc-André Blanchard joins Eric Kane, BI’s director of ESG research, at the Bloomberg Sustainable Finance Forum in Toronto to discuss how sustainable finance should be done differently. They also talk about sustainability at CDPQ, the role of engagement, the importance of blended finance, incentives vs. penalties and the need to use all the tools at our disposal to address the climate challenge. 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 May 7. See omnystudio.com/listener for privacy information. | |||
25 Oct 2023 | The War on Woke | 00:48:42 | |
Corporate America has increasingly leaned in on ESG issues, but not everyone thinks business should get involved, including several prominent presidential candidates and our guest this week, Scott Shepard, director of the National Center for Public Policy Research’s Free Enterprise Project, which bills itself as the “original and premier opponent of the woke takeover of America.” Shepard joins BI analyst Rob Du Boff on this ESG Currents podcast episode to discuss his concerns over ESG, the risk of political bias at the SEC, and how he's is taking his fight to other shareholders. This episode was recorded on Aug. 16. See omnystudio.com/listener for privacy information. | |||
04 Dec 2024 | Impacts of the US Election on EVs, Electrification | 00:22:43 | |
What repercussions could the recent US election have on EVs and transportation-electrification policies? On this week’s episode of ESG Currents, Stacy Noblet, vice president of Transportation Electrification at ICF and Holly Froum, a BI litigation analyst, join Margot Wentzel, BI senior ESG associate, in two conversations covering these topics. They discuss what the US election outcome and change in administration could mean for existing EV policies, how local and federal policy affects electrification, and developments within the transport electrification space. This episode was recorded on Nov. 15. For more insights, register for BI ESG’s Dec. 11 conference here. See omnystudio.com/listener for privacy information. | |||
02 Jan 2024 | The Struggle to Earn and Pay a Living Wage | 00:29:09 | |
Of working Americans, 65% say they live paycheck to paycheck, with 30% saying they run out of money at the end of every month, according to a Harris Poll. Join BI Senior ESG Analyst Andy Stevenson and his guest, MIT Professor of Economic Geography and Regional Planning and founder of the Living Wage Calculator Amy Glasmeier, as they discuss what it means to earn a living wage, what percentage of Americans are living at or below the living wage, and how companies are responding to inflation-driven wage pressures to meet their employees basic needs. The episode was recorded on Oct. 2. See omnystudio.com/listener for privacy information. | |||
25 Sep 2023 | Unpacking the Value of S in ESG | 00:26:21 | |
Welcome to ESG Currents, hosted by Bloomberg Intelligence Analysts, Shaheen Contractor, Senior ESG Strategist and Gail Glazerman, Senior ESG Integration Analyst, as they discuss the ‘S’ in ESG and why markets may be underappreciating the potential associated financial impacts from social issues. See omnystudio.com/listener for privacy information. | |||
12 Dec 2023 | Demystifying Carbon Market Opportunities and Risk | 00:52:26 | |
Carbon markets can be an important component of the CO2-reduction tool kit as emissions goals and regulations continue to evolve. KraneShares Head of Climate Investments Luke Olivier joins Bloomberg Intelligence analysts Shaheen Contractor and Eric Kane on this episode of ESG Currents to discuss ways of investing in climate, along with a deep dive into the workings of carbon markets. This episode was recorded on Oct. 23rd. See omnystudio.com/listener for privacy information. | |||
27 Sep 2023 | The Heat Is On, Green Financing Can Help | 00:33:08 | |
Sean Kidney, cofounder and CEO of Climate Bonds Initiative joins Bloomberg Intelligence analyst Christopher Ratti on this episode of the ESG Currents podcast to talk about Green Financing. Kidney discusses how CBI was formed and the impacts it’s had on green financing along with recent trends, policy initiatives and market developments. See omnystudio.com/listener for privacy information. | |||
21 Feb 2024 | Roadblocks to IRA’s Support for Climate Transition | 00:45:21 | |
The Inflation Reduction Act is an import signal that the United States is putting out to the world that is leading to real investments, yet its potential will soon come up against some very real roadblocks, says Aniket Shah, Managing Director at Jefferies. In this episode of Bloomberg Intelligence’s ESG Currents podcast, Shah discusses these threats to the energy transition and decarbonization with Chris Ratti, Bloomberg Intelligence’s Senior ESG Credit Analyst. They also talk about the future of green financing instruments. This episode was recorded on January 10. See omnystudio.com/listener for privacy information. | |||
20 Mar 2024 | Climate Action 100+ on Moving From Words to Action | 00:35:58 | |
Nearly 80% of the world’s 150 top CO2-emitting companies have stated net-zero ambitions for Scope 1 and 2 emissions by 2050 or sooner, according to Climate Action 100+’s recent Net Zero Company Benchmark 2.0 report. However, the same study finds only 24% of companies assessed have short-term targets aligned with a 1.5-degree Celsius trajectory. On this episode of the ESG Currents podcast, Francois Humbert, Climate Action 100+’s (CA 100+) global investor representative and current Steering Committee Chair, joins Eric Kane, Bloomberg Intelligence’s director of ESG research, to discuss how the CA100+ has influenced company progress and investor behavior, and why we need to move to actions from words. This conversation was recorded on Nov. 23, 2023. See omnystudio.com/listener for privacy information. | |||
14 Aug 2024 | Rubicon’s Montag on the Future of Carbon Markets | 00:25:01 | |
One of the most controversial topics in sustainable finance is the voluntary carbon market. On paper, these offsets can match companies seeking to cut emissions with projects that can reduce carbon in the atmosphere. But the industry has faced allegations ranging from greenwashing to outright fraud. On this episode of Bloomberg Intelligence’s ESG Currents podcast, BI Senior ESG Analyst Rob Du Boff discusses the future of this market with Tom Montag, who runs carbon-credit management firm Rubicon Carbon after a storied career on Wall Street. See omnystudio.com/listener for privacy information. | |||
05 Mar 2025 | Gretchen Carlson on Ending Employee Silencing | 00:36:03 | |
International Women’s Day on March 8 is a day to celebrate the achievements of women, and consider where progress is still needed. On this episode of ESG Currents, senior ESG analyst Rob Du Boff chats with journalist and Lift Our Voices cofounder Gretchen Carlson about how forced arbitration and nondisclosure agreements are used to silence victims of workplace misconduct, why this is a risk for both investors and employees, her own experience with this problem and the work of her organization to end it. See omnystudio.com/listener for privacy information. | |||
22 May 2024 | Former Mars CEO Reid on Enabling Sustainability | 00:29:07 | |
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. | |||
19 Mar 2025 | Taking the Forever Out of Forever Chemicals | 00:36:20 | |
As concerns about water quality and scarcity have gained attention, legal and regulatory developments have particularly targeted the removal of PFAS, also known as forever chemicals, which could prove a $300 billion market opportunity in the US. In this episode of ESG Currents, Bloomberg Intelligence senior analysts Gail Glazerman and Scott Levine speak with Oxyle’s CEO and co-founder Fajer Mushtaq about the drivers of PFAS removal, the challenges associated with addressing forever chemicals and Oxyle’s technology. This episode was recorded on Feb. 26. See omnystudio.com/listener for privacy information. | |||
11 Sep 2024 | Ayana Elizabeth Johnson’s Vision of Climate Future | 00:35:07 | |
In her forthcoming book, “What if We Get Right?: Visions of Climate Futures,” Ayana Elizabeth Johnson interviews 20 climate thought leaders across disciplines to answer the critical question posed in the title. In this episode of Bloomberg Intelligence’s ESG Currents podcast, BI’s director of ESG research Eric Kane is joined by Dr. Johnson to discuss the book, her work with the Urban Ocean Lab, finding inspiration in biophilia and a climate-action Venn diagram. They also talk about the absurdity of having constant growth and scarcity as fundamental principles, what we can learn from Marvel’s “Black Panther” movie, and much more. This episode was recorded on Sept. 6. See omnystudio.com/listener for privacy information. | |||
10 Apr 2024 | Nuveen’s Wilson on ESG-Asset Growth Stories | 00:36:47 | |
Climate opportunities extend beyond clean-energy fuels and into a broad diffusion of business models, including areas such as efficiency and infrastructure. Join Senior BI analysts Shaheen Contractor and Andrew Stevenson as they speak with Sarah Wilson, managing director and head of climate strategy at Nuveen, to discuss the state of play in ESG asset gathering, strategies that are gaining steam and datasets to help portfolio managers make better ESG-related investment decisions. This episode was recorded on April 2. See omnystudio.com/listener for privacy information. | |||
27 Oct 2024 | Listen Now: Inside Active by Bloomberg Intelligence | 00:01:00 | |
Reports of active management's demise have been greatly exaggerated. Active continues to grow and evolve in ETFs while mutual funds prosper and define benefit plans. Bloomberg Intelligence strategy team uncover active opportunities and glean insights from active managers and those who cover the industry. Listen to Inside Active by Bloomberg Intelligence. See omnystudio.com/listener for privacy information. | |||
25 Sep 2023 | The Key to the G | 00:13:59 | |
Welcome to ESG Currents, hosted by Bloomberg Intelligence Analysts, Rob Du Boff, Senior ESG Analyst and Christopher Ratti, Senior ESG Credit Analyst, as they discuss the ‘G’ in ESG and why its critical for all stakeholders to understand governance practices, whether its avoiding run of the mill corporate wrongdoing or keeping a company on track to meeting environmental or social goals. See omnystudio.com/listener for privacy information. | |||
01 Nov 2023 | Tips & Tricks for an ESG and Sustainability Career | 00:48:27 | |
Given the wide swath of ESG and sustainability topics, breaking into the industry and navigating a career in the field and finding a niche often leaves people with many unanswered questions. On this episode of the ESG Currents podcast, Nikita Singhal, co-head of sustainable investment & ESG at Lazard Asset Management, joins Bloomberg Intelligence analyst Shaheen Contractor to discuss key required skills, gaps and how one can navigate a career in ESG at different stages — breaking into the industry, midcareer transitions and seasoned professionals expanding skillsets. This was recorded on Oct. 24. See omnystudio.com/listener for privacy information. | |||
22 Jan 2025 | Galvanize’s Tom Steyer on Climate Investing | 00:40:16 | |
Solving the climate crisis is not just a moral imperative, but also an opportunity for investors to earn a competitive return for finding and funding the desperately needed solutions. On this week’s episode of ESG Currents, Bloomberg Intelligence’s Senior ESG Analyst Rob Du Boff talks with famed hedge-fund investor Tom Steyer about his new venture Galvanize Climate Solutions. This episode also includes a discussion with Galvanize’s Chief Investment Officer for Global Equities Seth Kirkham from the BI ESG Conference on Dec. 11. This episode was recorded on Dec. 20, 2024. See omnystudio.com/listener for privacy information. | |||
21 Aug 2024 | Saturna Capital Parses the Messy Energy Transition | 00:38:27 | |
Saturna Capital views the “the consideration of environmental, social and governance factors as essential in forming portfolios of high-quality companies that are better positioned to reduce risk and identify opportunities.” In this episode of Bloomberg Intelligence’s ESG Currents podcast, BI’s director of ESG research Eric Kane and senior ESG credit analyst Chris Ratti are joined by Elizabeth Alm and Levi Stewart Zurbrugg, senior investment analysts and portfolio managers at Saturna Capital. They discuss how the consideration of ESG factors differs across equities and credits, why the energy transition will be messy, the overlooked impact of bonds, the truths and falsehoods in critiques of ESG, and much more. This episode was recorded on August 18. See omnystudio.com/listener for privacy information. | |||
14 Feb 2024 | How Local Water Problems Have Global Implications | 00:30:19 | |
A quarter of the world’s population is currently exposed to extremely high water stress each year, and that’s expected to grow to 60% by 2050, according to World Resources Institute’s recent Aqueduct 4.0 report. On this episode of the ESG Currents podcast, Sara Walker, WRI’s Director of Corporate Water Engagement, joins Eric Kane, Bloomberg Intelligence’s Director of ESG Research to discuss corporate water targets, water accounting, the concept of ‘virtual water’, and why the local problem of water has global implications.
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17 Jul 2024 | The Building Blocks of Net Zero: Tech, Relationships and Capex | 00:40:49 | |
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. See omnystudio.com/listener for privacy information. | |||
19 Feb 2025 | Heart Aerospace Looks to Electrify Aviation | 00:29:35 | |
In an effort to decarbonize, airlines are focusing most of their attention on sustainable aviation fuel, but Heart Aerospace believes the key to decarbonizing regional air travel is through electrification. In this episode of Bloomberg Intelligence’s ESG Currents podcast, Heart Aerospace Cofounder and Chief Executive Officer Anders Forslund joins BI director of ESG research Eric Kane to discuss the future of aviation. They discuss Heart’s founding, key partnerships and value proposition, as well as the next steps for the company’s ES-30 aircraft, which can fly 30 passengers and has an electric range of 200 kilometers. CO2 emissions from aviation account for roughly 2.5% of global energy-related emissions. This episode was recorded on Feb. 13. See omnystudio.com/listener for privacy information. | |||
24 Apr 2024 | NYSIF on Aiming for a Net-Zero Portfolio by 2040 | 00:32:28 | |
The New York State Insurance Fund (NYSIF) is working to reach net-zero carbon emissions in its investment portfolio by 2040. To achieve this goal, NYSIF focuses on four tenants: internal and external engagement, investment and divestment. In this episode of ESG Currents, Bloomberg Intelligence’s Eric Kane and Shaheen Contractor talk with Rajith Sebastian, Head of ESG and Sustainable Investing for NYSIF about the fund’s approach to net zero, minimizing risk and maximizing impact, the need for more intentionally impactful and evidence-based investment products and more.This episode was recorded on April 3. See omnystudio.com/listener for privacy information. | |||
15 Nov 2023 | Financed Emissions, Pairing Urgency With Nascency | 00:35:26 | |
Financed emissions and the role banks play in financing carbon-intensive industries have become a focal point of climate discussions. Citigroup has emerged as a leader in this conversation with its approach to transition planning and transparency. On this episode of the ESG Currents podcast, Val Smith, Citi’s chief sustainability officer, joins Bloomberg Intelligence’s director of ESG research, Eric Kane, to discuss how the company approaches its transition plan, emerging ESG topics and the evolving global regulatory framework. See omnystudio.com/listener for privacy information. | |||
11 Dec 2024 | Getting Sustainability Right in a Polarized World | 00:37:11 | |
As political polarization has deepened, companies are finding themselves buffeted by opposing expectations for business behavior. On this week’s episode of ESG Currents, Alison Taylor, clinical associate professor at NYU Stern School of Business and author of Higher Ground, speaks with BI Senior ESG analysts Gail Glazerman and Rob Du Boff about prioritizing different stakeholders and ESG issues. She discusses the risks both of ignoring ESG and promising too much, finding a balance by focusing on materiality and the risks that arise when corporate actions fail to match corporate messaging. This episode was recorded on Nov. 18. See omnystudio.com/listener for privacy information. | |||
22 Nov 2023 | Sustainable Debt Trends and the Evolution of the Greenium | 00:33:42 | |
Sustainable fixed-income markets continue to develop with new products, regulations and uses of financing. Bruce Ronbeck, who focuses on sustainable finance in debt capital at Natixis CIB Americas, joins Bloomberg Intelligence’s senior ESG credit analyst Chris Ratti on this episode of the ESG Currents podcast to discuss recent trends, the evolution of the greenium and uses of financing along with challenges facing sustainable fixed income. This episode was recorded on Sept. 14. See omnystudio.com/listener for privacy information. | |||
12 Feb 2025 | Ecolab Sees Opportunities in Water Scarcity | 00:44:34 | |
Water scarcity is one of the most pressing challenges of our time, with demand for fresh water expected to outpace supply by 40% by 2030, as highlighted in BI ESG’s recent report, Scarcity Rising: How Water Shapes Sectors and Investments. In this episode of Bloomberg Intelligence’s ESG Currents podcast, Ecolab Chief Sustainability Officer Emilio Tenuta joins BI director of ESG research Eric Kane and senior ESG research associate, Melanie Rua to discuss the critical issue of water scarcity and its implications for businesses and investors. They explore the importance of understanding water as both a business risk and a growth opportunity, the role of AI in water stewardship and the impact of policy and financing trends on water management. This episode was recorded on Jan. 30. See omnystudio.com/listener for privacy information. | |||
01 May 2024 | Kolbert Sees Great Work, Scant Progress on Climate | 00:32:48 | |
In her new book “H Is for Hope: Climate Change from A to Z,” Elizabeth Kolbert writes that “to say amazing work is being done to combat climate change and to say that almost no progress has been made is not a contradiction. It’s a simple statement of fact.” In this episode of ESG Currents, the Pulitzer Prize-winning journalist and author joins Bloomberg Intelligence Director of ESG Research Eric Kane to talk about this paradox, why she was drawn to writing about climate change and biodiversity, the timeline of earth’s history, whether we can reach net zero when we keep inventing new ways to consume energy and much more. This episode was recorded on April 22. See omnystudio.com/listener for privacy information. | |||
24 Jan 2024 | Goodwin Procter’s Reyes Discusses ESG Legal Issues | 00:34:58 | |
Corporate deliberations on ESG often revolve not only around shareholders, but also the relationships with employees, customers, governments, the local community and even the planet. But sometimes tensions can arise between these various groups, and one stakeholder can be vital to helping corporate managers navigate these challenges: the lawyers. On this episode of ESG Currents, senior ESG Analyst Rob Du Boff is joined by Abigail Gampher Takacs of Bloomberg Law to chat with Danielle Reyes, a partner and co-chair of the ESG & Impact practice at Goodwin Procter, to discuss the legal issues facing corporations and investors. This episode was recorded on Nov. 27. See omnystudio.com/listener for privacy information. | |||
26 Feb 2025 | Unpacking the ESG Landscape in Trump’s Second Term | 00:35:28 | |
With a near constant flow of new executive orders and policy decisions, it’s challenging for investors to keep up with what US President Donald Trump’s administration is doing. In this episode of ESG Currents, Bloomberg Intelligence senior ESG analysts Gail Glazerman, Rob Du Boff and Andrew Stevenson are joined by colleagues Nathan Dean and Andrew Silverman to dissect the most significant changes that could impact E, S and G, including the fate of the Inflation Reduction Act and the consequences of intense DEI scrutiny. See omnystudio.com/listener for privacy information. | |||
27 Mar 2024 | TNFD Makes It Clear Nature Risk Is Financial Risk | 00:37:31 | |
About 50% of global GDP is at least moderately dependent on nature, according to the World Bank. Increasing recognition of this dependency has fueled new biodiversity-related disclosure frameworks, regulations, and investor action. In this episode of ESG Currents, Bloomberg Intelligence’s Eric Kane and Melanie Rua are joined by David Craig, co-chair of the Task Force on Nature-related Financial Disclosures (TNFD) to discuss how climate and biodiversity are interrelated, how the TNFD framework fits in with other disclosure guidelines, hopes for COP 16 in Colombia, why nature risk is financial risk, and much more. This episode was recorded on Mar. 18. See omnystudio.com/listener for privacy information. | |||
13 Mar 2024 | Should ‘Rational Sustainability’ Replace ESG? | 00:31:16 | |
ESG has become an important part of the investment landscape. But some critics say the term may be overly broad, conflating a number of topics that may or may not be financially material for different issuers. In this episode of ESG Currents, BI analysts Eric Kane and Rob Du Boff are joined by Alex Edmans, a professor of finance at London Business School, who recently authored a paper advocating the concept of “Rational Sustainability” as a worthy replacement. This episode was recorded on Feb. 13. See omnystudio.com/listener for privacy information. | |||
17 Apr 2024 | Ropes & Gray Partners on the Laws Threatening ESG | 00:31:49 | |
As ESG has shifted from a niche investment strategy to the mainstream, it has become a hot-button political issue among top-level state and national officials. That includes laws banning ESG on one side of the aisle and mandating exclusionary screens on the other, and the trend may accelerate heading into the US elections. On this week’s episode of ESG Currents, BI Senior ESG Analyst Rob Du Boff is joined by Ropes & Gray partners Michael Littenberg, Josh Lichtenstein and Rob Skinner, who have extensive experience representing corporate and asset-management clients facing legal, compliance and regulatory issues around ESG. See omnystudio.com/listener for privacy information. | |||
18 Oct 2023 | How ESG Enhances Company Analysis, A PM's View | 00:49:54 | |
A portfolio manager of an ESG and sustainable fund is an increasingly complex job, given the wide swath of data and themes. On this episode of the ESG Currents podcast, Bruce Kahn joins Bloomberg Intelligence analyst Shaheen Contractor to discuss how he uses ESG data and metrics to analyze company performance and drive selection in his portfolio. The conversation focuses on the metrics that impact company value and the challenges in ESG analysis. This was recorded on Sept. 28. See omnystudio.com/listener for privacy information. | |||
31 Jul 2024 | Nuveen’s Liberatore on ESG Links to Free Cash Flow | 00:39:09 | |
As sustainable fixed-income markets continue to develop, debt instruments can actively drive impact. On this week’s episode of Bloomberg Intelligence’s ESG Currents podcast Stephen Liberatore, head of ESG & Impact for Global Fixed Income at Nuveen, joins host Chris Ratti, BI ESG credit analyst, to discuss the state of green, social, sustainability and sustainability-linked bonds.
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15 Jan 2025 | Finance Aiding Nature, a $10 Trillion Opportunity | 00:44:24 | |
“My biggest biodiversity name is Microsoft,” says Vicki Benjamin, cofounder of Karner Blue Capital and CFO at Boston Common Asset Management. In this episode of Bloomberg Intelligence’s ESG Currents podcast, Melanie Rua, a Bloomberg Intelligence senior ESG associate, and Grace Osborne, BI’s ESG integration analyst for EMEA, sit down with Benjamin to discuss her pioneering biodiversity investment strategy and methods for identifying leaders in the transition to a so-called “nature-positive economy,” which is set to unlock an estimated $10 trillion in business opportunities. From identifying industries of high loss impact to overcoming data limitations, the three examine the effort to put a value on nature and to halt biodiversity deterioration this decade. See omnystudio.com/listener for privacy information. | |||
24 Jul 2024 | Climeworks CFO Aepli on Putting the CO2 Genie Back in the Bottle | 00:36:51 | |
Climeworks began operations in May at its largest direct air capture and storage facility to date. The Iceland plant has capacity to remove 36,000 metric tons of CO2 from the air per year. In this episode of Bloomberg Intelligence’s ESG Currents podcast, BI’s director of ESG research Eric Kane is joined by Climeworks CFO Andreas Aepli to discuss the company’s technology and how it plans to scale up to collect 1 million metric tons of CO2 from the atmosphere a year by 2030. They also talk about the energy requirements of direct air capture, how the cost of the technology is changing, the importance of removal credits for CO2 and more. This episode was recorded on June 20. See omnystudio.com/listener for privacy information. | |||
19 Jun 2024 | Pricing Migrating Climate Risk With First Street | 00:34:34 | |
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. | |||
26 Mar 2025 | 20% Sustainable Finance Metrics Driving 80% Impact: ESG Currents | 00:31:43 | |
Sustainable-debt issuance reached $1.63 trillion in 2024, and though regulation has been critical to driving the growth of sustainable-finance markets, it risks being a distraction if it’s too onerous. The key will be focusing on the 20% of metrics that drive 80% of the impact on our investment decisions, says Dr. Arthur Krebbers, managing director and head of Corporate Climate and ESG Capital Markets at NatWest. In this episode of ESG Currents, Bloomberg Intelligence director of ESG research Eric Kane and ESG analyst Grace Osborne are joined by Dr. Krebbers to discuss the evolving sustainable-finance landscape. The discussion ranges from the role of labeled debt to environmental alpha and the quest for measurable impact as transition finance comes into focus and new products emerge to shape the future of the industry. This episode was recorded on Mar. 5. See omnystudio.com/listener for privacy information. | |||
06 Nov 2024 | Sustainability and the Need to Look Within | 00:40:11 | |
The Inner Development Goals organization (IDG) was developed in response to the fact that progress on the UN Sustainable Development Goals (SDGs) isn’t happening fast enough, and is based on the idea that inner development is needed to achieve a more sustainable future. In this episode of Bloomberg Intelligence’s ESG Currents podcast, Jan Artem Henriksson, executive director of IDG, joins BI’s director of ESG Research Eric Kane to discuss how the IDG framework was developed and the five dimensions and 23 skills that are included. They also chat about companies that are using IDGs and how the approach can help with progress on key topics, including diversity, equity and inclusion. For more insights, register here for BI ESG’s Dec. 11 conference. See omnystudio.com/listener for privacy information. | |||
16 Oct 2024 | NY Rangers Legend Richter on Energy Incentives | 00:34:19 | |
Mike Richter, president of Brightcore Energy, helped lead the New York Rangers to the Stanley Cup Championship in 1994. In this episode of Bloomberg Intelligence’s ESG Currents podcast, Mr. Richter joins BI’s director of ESG research Eric Kane to discuss his path from goaltender in the National Hockey League to the world of energy efficiency and renewable energy, the importance of incentives in energy projects, what technologies provide the best cost and energy savings, the intersection of sports and the environment, the Rangers’ 2024-25 outlook and more. For more insights, register here for BI ESG’s Dec. 11 conference, ESG is Here to Stay: 5 Investment Themes for 2025. The episode was recorded on Oct. 2. See omnystudio.com/listener for privacy information. | |||
25 Sep 2023 | Measuring the Intangible - Human Capital | 00:31:47 | |
Most companies are tremendously reliant on their talent, with most saying it’s their biggest asset not even on the balance sheet, and therefore understanding how they’re engaging, retaining, rewarding and developing their people is important to the core of running a business, Marc Siegel, previous SASB and FASB member, explains to Bloomberg Intelligence. Siegel joins BI analyst Gail Glazerman on this ESG Currents podcast episode to discuss the evolving landscape of ESG disclosure, including overlooked social issues such as human capital and the challenges associated with reporting this metric. See omnystudio.com/listener for privacy information. | |||
11 Oct 2023 | Is Sustainability Driving Better Financial Performance? | 00:34:58 | |
Many companies approach ESG as a box-checking exercise, but Tensie Whelan, director of NYU’s Center for Sustainable Business believes managements that do this could be missing out. Her work has found that companies that fail to track returns on their sustainable investments can make poor decisions and allocate capital suboptimally. On this episode of the ESG Currents podcast, Whelan joins Bloomberg Intelligence analysts Gail Glazerman and Rob Du Boff to discuss Return on Sustainable Investment (ROSI), a tool she developed to help quantify these contributions. See omnystudio.com/listener for privacy information. | |||
04 Oct 2023 | ESG Around the World With UN PRI’s Nathan Fabian | 00:35:15 | |
ESG regulation remains divisive in the US, yet other regions have gone full steam ahead in setting the rules of the road for sustainable finance. Chief among them is the EU, which has rolled out a broad set of new and enhanced regulations for companies and investors. Nathan Fabian, chief sustainable systems officer at the UN-backed Principles for Responsible Investment and former chair of the European Platform for Sustainable Finance, and Nadia Humphreys, manager of Bloomberg’s Global Regulatory and Climate solutions team join Bloomberg Intelligence senior ESG analyst Rob Du Boff on this ESG Currents podcast episode to discuss the need for standardization for market participants and the challenges in implementing this ambitious but much-needed agenda. See omnystudio.com/listener for privacy information. | |||
05 Feb 2025 | ESG Tailgate With the Eagles and Green Sports Alliance | 00:46:59 | |
Sustainability is for the Birds. And the Dolphins. And the Niners. Even the Browns can go green! On this week’s episode of ESG Currents, BI Senior ESG Analyst Rob Du Boff chats with Roger McClendon, executive director of the Green Sports Alliance, and Norman Vossschulte, vice president of sustainability for the Philadelphia Eagles, about what franchises and venues are doing to implement sustainability in their gameplan and tackle important social issues. This episode was recorded on Jan. 13. See omnystudio.com/listener for privacy information. | |||
07 Feb 2024 | A Focus on Equality With a Gender Lens Investor | 00:30:47 | |
Gender lens investing remains a complex theme, seeing growing interest from investors and regulators in some regions and a backlash in others. In this episode of ESG Currents, BI analysts, Shaheen Contractor and Rob Du Boff are joined by Audrey Kaplan, the senior portfolio manager of Robeco Global Gender Equality Impact Equity Portfolio to discuss her work, ways in which one can evaluate companies, useful metrics, shareholder advocacy and measures of success. This episode was recorded on Nov. 9. See omnystudio.com/listener for privacy information. | |||
02 Oct 2024 | Former White House Climate Advisor on IRA’s Future | 00:39:14 | |
The Inflation Reduction Act unleashed nearly half-a-trillion dollars in investment for projects to help meet climate goals. In this episode of the Bloomberg Intelligence ESG Currents podcast, BI senior analysts Gail Glazerman and Rob Du Boff are joined by Gina McCarthy, who as White House national climate advisor was a key backer of the legislation and as former head of the EPA, offers a unique perspective on the Supreme Court’s recent ruling overthrowing the long-standing Chevron doctrine. She shares her views on the outlook for the IRA in the context of the 2024 federal election and the search for energy to power AI. This episode was recorded Sept. 23. See omnystudio.com/listener for privacy information. | |||
28 Feb 2024 | Navigating Through the Climate-Transition Noise | 00:42:41 | |
Asset Managers can find it difficult to navigate through all the noise related to the climate transition as the lack of standard data and quality of disclosures affects aspirations of reaching net-zero targets. In this episode of ESG Currents, BI analysts Shaheen Contractor and Chris Ratti are joined by Rob Fernandez and Tim Coffin from Breckinridge Capital Advisors. The two guests provide views into what the asset-management industry is looking at when it comes to the climate shift, with valuable insights into assessing the credibility of net-zero goals and more. See omnystudio.com/listener for privacy information. | |||
12 Mar 2025 | How Can Companies Navigate the Rocky DEI Landscape | 00:33:13 | |
President Donald Trump’s executive order to end “illegal” diversity, equity and inclusion programs in the federal government has accelerated the trend of companies rolling back their initiatives to foster more equitable workplaces. On this episode of ESG Currents, David Glasgow, executive director of the Meltzer Center for Diversity, Inclusion and Belonging at NYU, joins senior ESG analysts Gail Glazerman and Rob Du Boff to discuss the mounting pressure on corporate diversity, equity and inclusion efforts and ways companies can cultivate more inclusive workplaces while avoiding legal pitfalls and challenges. See omnystudio.com/listener for privacy information. | |||
05 Jun 2024 | Generation’s le Duc Sees ESG as Fiduciary Duty | 00:38:05 | |
“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. | |||
04 Sep 2024 | Digging for Value with ‘Values-Based’ Investing | 00:41:56 | |
ESG has come under fire in recent years as investors have struggled to understand the tradeoffs and benefits of including “values-based” factors in their investment process. On this episode of ESG Currents, Bloomberg Intelligence’s senior ESG analyst Andy Stevenson is joined by Lukasz Pomorski, Senior Vice President at Acadian Asset Management and author of “The Puzzle of Sustainable Investment,” to discuss how data related to governance, climate and wages may help investors build their portfolios. This episode was recorded on Sept. 3. See omnystudio.com/listener for privacy information. | |||
03 Jul 2024 | Delta CSO DeLuca on Airlines Jetting to Net Zero | 00:21:02 | |
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. See omnystudio.com/listener for privacy information. | |||
25 Sep 2023 | EY’s Bell on Making Sustainability a Reality | 00:40:08 | |
“Over the past 18 months to two years, we have probably seen the largest transformation globally in terms of expectations on [ESG] disclosures,” EY’s Climate Change and Sustainability Services leader Matthew Bell says. On this episode of the ESG Currents podcast, Bell joins Bloomberg Intelligence analysts Eric Kane and Gail Glazerman to discuss the evolution and how companies and investors can leverage this information. See omnystudio.com/listener for privacy information. | |||
20 Dec 2023 | COP28 Conference — Successes and Shortcomings | 00:42:04 | |
COP28 wrapped up with some noteworthy outcomes. For the first time, the summit called for a transition away from fossil fuels, which was viewed as historic by some but as insufficient by others. BI had a chance to speak about the event’s successes and shortcomings with numerous experts, including Jeff Sternberg, technical director for the office of the CTO at Google Cloud; Linda-Eling Lee, founding director and head of the MSCI Sustainability Institute; and Angela Homsi, the founder of Ignite Power. Bloomberg Intelligence’s director of ESG research Eric Kane hosts the podcast, and is joined by BI analyst Shaheen Contractor to discuss the outcomes. See omnystudio.com/listener for privacy information. | |||
31 Jan 2024 | Insights From One of the Oldest ‘E’ Fund Houses | 00:40:35 | |
Climate Investing has evolved from a focus on portfolio exclusions to a diverse set of products, such as low-carbon solutions. In this episode of ESG Currents, senior ESG strategist Shaheen Contractor is joined by Leslie Samuelrich, the president of Green Century Capital Management, to discuss the evolution of climate investing, demand drivers, shareholder advocacy and measures of success. Green Century is one of the oldest environmental fund managers. See omnystudio.com/listener for privacy information. | |||
26 Jun 2024 | How to Select Strong Sustainability-Fund Managers? | 00:40:46 | |
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. | |||
08 May 2024 | Avenues for Climate Tech? Industry Solutions, Innovative Product Structures and more | 00:52:37 | |
Technology’s role in decarbonization is evolving, with many developments still in the making. In this episode of the ESG Currents podcast, Shaheen Contractor, Bloomberg Intelligence’s senior ESG analyst, interviews Daniel Hanna, head of Sustainable Finance at Barclays, Kelly Becker, president of Schneider Electric UK & Ireland, Mikkel Bülow-Lehnsby, co-founder and chairman of Urban Partners and Chris Dodwell, global head of Policy & Advocacy at Impax Asset Management, at the Bloomberg Sustainable Business Summit in London. They discuss how climate tech can be deployed and the risks and opportunities ahead. See omnystudio.com/listener for privacy information. | |||
25 Sep 2024 | BNP Asset Management on Stewardship, Nature Action | 00:41:20 | |
With natural capital emerging as a vital investment theme, understanding its risks and opportunities is crucial. In this episode, BI’s senior ESG analyst, Rob Du Boff, and Melanie Rua, senior ESG associate, are joined by Adam Kanzer, head of stewardship for the Americas at BNP Paribas Asset Management, to share why natural capital is an important investment theme, why transparency in nature-related data matters and how the firm engages with industry to influence corporate practices. From the story of horseshoe crabs to how Nature Action 100 drives impactful corporate change, this episode delves deep into the efforts to protect biodiversity while generating shareholder value. The episode was recorded on Sept. 18. See omnystudio.com/listener for privacy information. | |||
28 Aug 2024 | One of the Biggest Asset Owners on Responsibility | 00:35:48 | |
Amid growing concerns over ESG risks, today’s investors are taking a more active role as owners or lenders in corporations, whether through engaging with management, voting at annual meetings or just choosing to divest. This is especially true for Norway’s sovereign wealth fund, the owner of one of the largest stakes in almost every listed company in the world. On this episode of ESG Currents, senior ESG analyst Rob Du Boff is joined by Carine Smith Ihenacho, Chief Governance and Compliance Officer of the fund’s manager, Norges Bank Investment Management, who leads ownership and responsible investment activities. This episode was recorded on Aug. 6. See omnystudio.com/listener for privacy information. |