Sustainability in Conversation

Host:  Catalina Secreteanu, Managing Director, ESG Solutions, Europe, Sustainalytics  Melissa Chase, Senior Content Marketing Manager, Morningstar Sustainalytics  Guest:  Thomas Hohne-Sparborth, Head of Sustainability Research, Lombard Odier  Alex Osborne-Saponja, Director, ESG Methodology  On Aligning Capital With Climate Outcomes  This episode of Sustainability in Conversation focuses on investo...

Host: Catalina Secreteanu, Managing Director, ESG Solutions, Europe, Morningstar Sustainalytics Melissa Chase, Senior Content Marketing Manager, Morningstar Sustainalytics Guest: Bin Dong, Lead Analyst, ESG Methodology, Morningstar Sustainalytics On the Evolution of Sustainable Investing and Constructing More Resilient Portfolios In this episode of Sustainability in Conversation, we welcome our ne...

Episode Summary Host: Melissa Chase, Senior Content Marketing Manager, Morningstar Sustainalytics Lindsey Stewart, CFA, Director, Institutional Investor Content Guests: Angela Flaemrich, Director, Stewardship Matteo Felleca, Analyst, Stewardship Ignacio Garcia Giner, Senior Analyst, Stewardship  Bonus Episode: 20-25 Proxy Season Review In this episode, recorded earlier this year, Lindsey sat down...

Episode Summary  Host:  Melissa Chase, Senior Content Marketing Manager, Morningstar Sustainalytics  Lindsey Stewart, CFA, Director of Investment Stewardship Research, Morningstar Sustainalytics  Guests:  Ruthann Bartello, Senior Director, Global Lead, Stewardship  Kevin Ranney, Senior Director, Sustainable Fixed Income Research  Allocating Funds to Support a Sustainable Future In this episode of...

Episode Summary  Host:  Melissa Chase, Senior Content Marketing Manager, Morningstar Sustainalytics  Lindsey Stewart, CFA, Director of Investment Stewardship Research, Morningstar Sustainalytics  Guests:  Hortense Bioy, CFA, Head of Sustainable Investing Research  Jackie Cook, Senior Director, Stewardship  Trends in Sustainable Investing and ESG-Focused Proxy Voting Activities  ESG In Conversation...

Episode Summary  Host:  Melissa Chase, Senior Content Marketing Manager, Morningstar Sustainalytics  Guest:  Thomas Kuh, Head of ESG Strategy, Morningstar Indexes  Barbara Lambotte, Head of Sustainable Fixed Income Research  Azadeh Sabour, Director of Climate Thought Leadership, North America  Anne Schoemaker, Director, ESG Products  Catalina Secreteanu, Managing Director, ESG Solutions, Europe  L...

Episode Summary  Host:  Melissa Chase, Senior Content Marketing Manager, Morningstar Sustainalytics  Guest:  Thomas Kuh, Head of ESG Strategy, Morningstar Indexes  Arthur Carabia, ESG Research Policy Director at Morningstar  Kilian Theil, Associate Director, Intelligent Process Automation, Morningstar Sustainalytics    Andrei Hera, former Senior Manager Data Science, Morningstar Sustainalytics    ...

Episode Summary  Host:  Melissa Chase, Senior Content Marketing Manager, Morningstar Sustainalytics  Guest:  Aymen Karoui, Director of Methodology and Product Architecture, Morningstar Sustainalytics Data as the Foundation for Successful Portfolios  How can ESG ratings help investors identify risk when constructing and maintaining their portfolios? In this episode, we explore the practical answers...

Episode Summary  Host:  Melissa Chase, Senior Content Marketing Manager, Morningstar Sustainalytics  Guest:  Arthur Carabia, ESG Research Policy Director at Morningstar  In Global Financial Markets, ESG Materiality Matters  On the heels of the EU parliamentary elections and ahead of pivotal contests in the U.S., the U.K. and elsewhere, ESG in Conversation met with Director of ESG Policy Research,...

Episode Summary Host: Melissa Chase, Senior Content Marketing Manager, Morningstar Sustainalytics Guest: Arthur Carabia, ESG Research Policy Director at Morningstar The SEC’s New Rule Ushers in Climate Transparency and Reporting in the U.S.  In late March, the U.S. Securities and Exchange Commission introduced a climate disclosure rule that applies to its 10,000 registrant companies. In this episo...

Episode Summary  Host:  Melissa Chase, Senior Content Marketing Manager, Morningstar Sustainalytics  Guests:  Kilian Theil, Associate Director, Intelligent Process Automation, Morningstar Sustainalytics  Andrei Hera, Senior Manager Data Science, Morningstar Sustainalytics   AI Technology is Reshaping the World of ESG Assessments In recent years the marvels of artificial intelligence have been tout...

Episode Summary Host: Melissa Chase, Senior Content Marketing Manager, Morningstar Sustainalytics Guest: Thomas Kuh, Head of ESG Strategy, Morningstar Indexes  Survey Says... Asset Owners Are Committed to Sustainable Investing In this episode of ESG in Conversation, Thomas Kuh, Head of ESG Strategy at Morningstar Indexes shares the results from Morningstar Indexes and Morningstar Sustainalytics’ V...

Episode Summary  Host:   Melissa Chase, Senior Content Marketing Manager, Sustainalytics  Guest:   Ruthann Bartello, Commercialization Director, Stewardship Services  Investors’ Greenwashing Concerns and How to Address Them   Greenwashing is a growing concern among financial market participants. Whether it’s measuring the sustainability performance of companies in a portfolio or ensuring that thei...

Episode Summary Host: Melissa Chase, Senior Content Marketing Manager, Sustainalytics  Guest:   Arthur Carabia, Director, ESG Policy Research, Morningstar  New Format, Same Great Insights  We are excited to share with you the revamped ESG in Conversation! In this new format, we’re expanding the focus beyond sustainable finance to share the latest environmental, social and corporate governance insi...

In this episode of ESG in Conversation, we’re exploring the question: what does it take to be a sustainability leader in 2023 and beyond? You’ll hear from Joseph Hill, London Techstars alumn and CEO of Zephframe, about the sustainability challenges facing start-ups. You’ll also hear from Eileen Buckley, VP of Corporate Responsibility at Stryker, about the importance of integrating sustainability a...

Host: Curtis File, Editorial Manager, ESG and Sustainable Finance Featuring: Juliette Goulet, Project Manager, Ellen MacArthur Foundation Wayne Hubbard, CEO, ReLondon Joris Laseur, Associate Director, Stewardship, Morningstar Sustainalytics Jonathan Kellar, Manager, Stewardship, Morningstar Sustainalytics As global leaders gain a more nuanced understanding of climate change, they are looking at th...

Episode Summary Hosts Nicholas Gandolfo, Vice President, Corporate Solutions Aditi Bhatia, Senior Regional Manager, Corporate Solutions What Will the EU Green Bond Standard Mean for the Market?  With the European Union’s Green Bond Standard set to come into effect sometime next year, we look at what it could mean for the global sustainable finance market more broadly. Although the highly anticipat...

Episode Summary Hosts: Sabrina Tang Sales Associate, Sustainable Finance Solutions Nicholas Gandolfo, Vice President, Corporate Solutions   Is the Sustainable Finance Market Rebounding in 2023? In this month’s episode, Nick and Sabrina dig into the sustainable finance market’s rebound in Q1. Despite the market pressures caused by inflation and the banking shake-ups at UBS and Credit Suisse, sustai...

Host: Curtis File, Editorial Manager, ESG and Sustainable Finance Featuring: Sune Andersen, Manager, Stewardship Simon Butler, Associate Professor, University of East Anglia Gayaneh Shahbazian, ESG Research Manager, Biodiversity The statistics are concerning. The International Union for the Conservation of Nature (IUCN) estimates that up to 28% of all species are at risk of extinction. Given these...

Episode Summary  Hosts:  Nishant Bhagchandani, Sales Manager, Sustainable Finance Solutions  Nicholas Gandolfo, Vice President, Corporate Solutions     Regulation, Guidance and Taxonomy Updates Keep Market Participants on Their Toes   In this episode, Nick and Nishant discuss the flurry of updates in the sustainable finance regulation and guidance space. The European Union has reached a long-await...

With all the noise about ESG in the news, it can be hard to discern what is really going on. We know that the increased demand for companies to address ESG issues has meant that organizations have had to make significant changes to how they work. But when it comes to addressing, managing and reporting on ESG issues, what’s really going on behind corporate doors?   In this episode of ESG in Convers...

Episode Summary  Hosts:  Winnie Chung, Senior Associate, Corporate Solutions  Nicholas Gandolfo, Vice President, Corporate Solutions   Growing Innovation with Sustainable Finance Instruments  In this episode, Nick and Winnie chat about the latest news and transactions in the sustainable finance space. With a focus on innovation, they discuss the new ways in which issuers are leveraging sustainable...

Episode Summary Hosts Nicholas Gandolfo, Vice President, Corporate Solutions Sabrina Tang, Sales Associate, Corporate Solutions In this episode, Nick and Sabrina reviewed what’s new in sustainable finance and shared some notable deals and transactions that have hit the market. They discussed the overall decline of global bond markets and expressed some optimism for the year to come, as sustainabil...

Episode Summary Hosts Nicholas Gandolfo, Vice President, Corporate Solutions Aditi Bhatia, Senior Regional Sales Manager, Corporate Solutions In this episode, our hosts Nick and Aditi discuss the recently held COP27 and COP15 conferences and what their outcomes could mean for green and social financing globally. They also touch on the concept of blended finance and how that might be used to suppor...

Episode Summary Host: Curtis File, Editorial Manager, ESG and Sustainable Finance Featuring: Melissa Hudson, Associate Director, Research Products Liam Zerter, Associate Director, Quantitative Research Manager In this episode of the Sustainalytics Podcast, Curtis explores cybersecurity and data privacy issues, with commentary from Melissa Hudson and Liam Zerter about the real impact of cyberattack...