Informações:
Sinopse
Environmental, social, and governance (ESG) 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 ESG issues, host Mike Disabato of MSCI ESG Research walk through the latest news and research that is top of mind for MSCI ESG Research clients and partners.MSCI ESG Research products and services are provided by MSCI ESG Research LLC, and are designed to provide in-depth research, ratings and analysis of environmental, social and governance-related business practices to companies worldwide. ESG ratings, data and analysis from MSCI ESG Research LLC are also used in the construction of the MSCI ESG Indexes. MSCI ESG Research LLC is a Registered Investment Adviser under the Investment Advisers Act of 1940 and a subsidiary of MSCI Inc.
Episódios
-
The ESG Weekly: McDonald's #MeToo moment and Overstock.com's Bitcoin play on the Week of May 20
24/05/2019 Duração: 12minTwo stories this week with ESG glasses: McDonald's contends with a discrimination lawsuit (0:47) and Overstock.com's CEO contends with fallback from his stock sale (5:41), all on the record.
-
The ESG Weekly: Is There an ESG Angle on Trade Wars, and Amazon's Four-Legged Stool on the Week of May 13
17/05/2019 Duração: 12minTwo stories this week with ESG glasses: the US-China trade war has a weird ESG twist (0:45) and Amazon's robot boxing investment (5:45), all on the record.
-
The ESG Weekly: Is It Disruption Week? Swine Fever and iBuying on the Week of May 6
10/05/2019 Duração: 12minTwo stories this week with ESG glasses: swine fever is disrupting the global pork market (0:44) and Zillow targets inefficiency with iBuying (7:15), all on the record.
-
The ESG Weekly: Norsk Hydro's NASA Fraud and Marriot Goes Gig Economy on the Week of April 29
03/05/2019 Duração: 13minTwo stories this week with ESG glasses: Norsk Hydro's subsidiary pays NASA for false metal testing (0:58) and Marriott looks to AirBnB for inspiration (7:36), all on the record.
-
The Problems with ESG
30/04/2019 Duração: 18minESG critics and detractors might be right as we look at three big criticisms one by one: there's not enough good data (2:43), there's too much useles data (7:32), and the ESG rating built from the data are meaningless (11:07), all on the record.
-
The ESG Weekly: Umicore and the Cobalt Problem on the Week of April 22
26/04/2019 Duração: 10minOne story this week with ESG glasses: Umicore saw its earnings drop and blamed undercutting competition for cobalt (0:37), but the problem might be child labor at artisinal mines (2:12), all on the record.
-
The ESG Weekly: Amazon Employees Form a (Shareholder) Union and Jack Ma's 996 Blessing on the Week of April 15
18/04/2019 Duração: 12minTwo stories with ESG glasses: Amazon employees are turning to shareholder activism to change the company (1:27), and did Jack Ma poke a sleeping employee giant by calling 12 hour work days a blessing (5:47), all on the record.
-
The ESG Weekly: Disclosure is the Thing for Saudi Aramco and Social Media Becoming Tobacco on the Week of April 10
12/04/2019 Duração: 11minTwo stories with ESG glasses: Saudi Aramco may be oversubscribed, but the disclosure might be the bigger deal (0:47), and the regulators are coming for social media in the UK (4:28), all on the record.
-
The ESG Weekly: Im(possible?) Burgers and Wells Fargo CEO Search on the Week of April 1
05/04/2019 Duração: 11minTwo stories with ESG glasses: what exactly is the investor angle for Burger King's Impossible Burger play (1:34), and what does it mean that Wells Fargo can't find a new CEO (4:16), all on the record.
-
The ESG Weekly: McDonald's AI play and Purdue settles on the Week of March 25
29/03/2019 Duração: 12minTwo stories with ESG glasses: are the efficiency gains of AI at McDonald's worth the data risk (1:19), and what does it mean for Purdue to settle some opioid litigation for the industry(5:26), all on the record.
-
The ESG Weekly: Paul Ryan and Robots on the Week of March 17
22/03/2019 Duração: 12minTwo stories with ESG glasses: is Paul Ryan on the board of Fox Corp a good idea (1:35), and how the next tech disruption might be social and not technological (3:25), all on the record.
-
Leadership Crisis, or Crisis in Influence?
19/03/2019 Duração: 16minThe cocktail of hyper transparency and societal change makes for vulnerable leaders (3:25), but predicting who's next may be a bridge too far (5:15), but investors have solutions to limit the pain (7:18), all on the record.
-
The ESG Weekly: Week of March 10
15/03/2019 Duração: 14minTwo stories with ESG glasses: is the Boeing problem software, or automation (1:48), and how with the Uber and Lyft IPOs, one is not like the other (6:26), all on the record.
-
The ESG Weekly: Week of March 3
08/03/2019 Duração: 12minTwo stories with ESG glasses: Nordea and money laundering (3:48), and the toilet paper conundrum (7:00), all on the record.
-
Who Pays for Corruption?
26/02/2019 Duração: 14minWe all pay for corruption, maybe without knowing it (2:12), or maybe in ways that are obvious (3:48), but investors are finding out corruption isn't just an emerging market problem (7:04), all on the record.
-
The Power of Peer Pressure on Pay
19/02/2019 Duração: 13minCompanies pick their peers, and it matters, and sometimes investors aren't happy (2:49), even if directors are protected (4:16), but not from shareholders with power (6:20), all on the record.
-
Halloween is a Time for Zombies, Ghosts, and Frankenstein
30/10/2018 Duração: 20minIt's Halloween, and that means ghosts need not apply (2:55), shareholder value might get eaten by zombies (7:33), and your creation might be a monster (12:03), all on the record.
-
A Short History of ESG: Part II
15/10/2018 Duração: 16minModern ESG investing is a choose your own adventure, especially when soda meets marijuana. Path 1: Invest your values (1:47), Path 2: Invest for the money (6:02), Path 3: Invest for impact (9:33), all on the record.
-
A Short History of ESG: Part I
05/10/2018 Duração: 11minFor 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.
-
Join the Gang: Climate Edition
24/09/2018 Duração: 15minA 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.