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Rethinking stewardship: JANA's Rachel Halpern on balancing returns with responsibility

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Manage episode 499780841 series 3379485
Content provided by FS Sustainability. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by FS Sustainability or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of 'The Greener Way,' host Michelle Baltazar chats with Rachel Halpern, head of sustainability at JANA Investment Advisors, about the pivotal role asset consultants play in the evolving landscape of institutional investment.

They discuss the integration of ESG themes, debunk the misconception around sustainable investing hurting returns, and explore key investment trends.

Rachel also shares insights on how regulatory requirements and improved data could shape future investment profiles.

01:39 JANA's approach to sustainable investing

02:26 Key investment themes and trends

05:23 Impact of climate and biodiversity risks

08:35 Role of asset consultants

09:56 Upcoming investment conference

11:26 Case study: Orica


This podcast uses the following third-party services for analysis:
OP3 - https://op3.dev/privacy
  continue reading

161 episodes

Artwork
iconShare
 
Manage episode 499780841 series 3379485
Content provided by FS Sustainability. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by FS Sustainability or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of 'The Greener Way,' host Michelle Baltazar chats with Rachel Halpern, head of sustainability at JANA Investment Advisors, about the pivotal role asset consultants play in the evolving landscape of institutional investment.

They discuss the integration of ESG themes, debunk the misconception around sustainable investing hurting returns, and explore key investment trends.

Rachel also shares insights on how regulatory requirements and improved data could shape future investment profiles.

01:39 JANA's approach to sustainable investing

02:26 Key investment themes and trends

05:23 Impact of climate and biodiversity risks

08:35 Role of asset consultants

09:56 Upcoming investment conference

11:26 Case study: Orica


This podcast uses the following third-party services for analysis:
OP3 - https://op3.dev/privacy
  continue reading

161 episodes

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