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Episode 63 - The ESG Weekly: Indigenous inclusion and carbon offsets can go hand-in-hand, for the week of January 20
ConocoPhillips partnered with Aboriginal groups in Australia to implement a carbon offset program. It is innovative and considers more stakeholders than just shareholders, but there is debate around the effectiveness of carbon offsets. And heavy carbon emitters that rely on carbon offsets to cut their emissions might be setting themselves and their stakeholders up for failure.
Episode 62 - The ESG Weekly: Investors and world leaders are finally freaking out about the climate crisis, and a new regulation in California might change how big tech can use consumer data, all for the week of January 13
This week we discuss The World Economic Forum's finding that, for the first time in its 15-year history, the climate crisis fills the top 5 risks global leader believe our world will face in the coming decade, and then Siyu Liu and Andrew Young explain how the new California Consumer Privacy Act will change how tech companies can collect and monopolize our personal data.
Episode 61 - The ESG Weekly: Wildfire in Australia poses problems for all, and a quick take on how we learned to stop worrying and love social media for the 2020 election, all for the week of January 6
This week we discuss how insurance companies address the physical risks and business risks caused by climate disasters such as the wildfires in Australia, then Andrew Young joins us to give his hot 2020 take on how social media will drop the ball during the US election year.
Episode 60 - The ESG Weekly:Diversity data matters more for investors than financial metrics can show, and Ric Marshall gives a hot take on the decision by Boeing to halt production of the 737 Max for the week of December 16
This week we discuss our new report on the progress companies have made toward gender diversity after Intel decides to release all its pay data to the public, and Ric Marshall joins us to discuss what happens we an oligopoly fails.
Episode 59 - The ESG Weekly: Carbon emissions keep rising for EU automakers as people continue to buy SUVs, and two hot takes on Drax's net-negative carbon plan and Exxon's technical exoneration for the week of December 9
This week we discuss how automakers in the EU are under pressure to lower emissions while European customers continue to buy more and more SUVs, and Velina Karadzhova and Ric Marshall join us to discuss energy power Drax's net ‐negative 10 year carbon emissions plan (9:39) and Exxon's victory over the New York state attorney (12:24).
Episode 58 - Is Hacking Just An Evil Supervillain Trope, Or Something Investors Should Be Prepared For?
From smart watches to smart TVs and connected homes, today's hackers are increasingly spoilt for choice. For the healthcare sector, hacking pacemakers isn't just the stuff of TV fantasy (4:07). Automakers may have traded the upsides of safety and convenience for more hackable cars (9:23). But it's in telecoms that the true shape of hacking risks emerge, not in devices, but in the data they're pumping through bigger, faster data highways (14:19), all on the record.
Episode 57 - The ESG Weekly: As the precarious work arrangements grow, investors might need to look at how companies control a workforce they don't claim as their own, and then two hot takes on Google's shakeup and coal's uninsurability for the week of December 2
Two stories this week with ESG glasses: Temporary, part‐time, contracted out, or contingent work arrangements are creating risks for investors across the entire economy as companies face liabilities for a workforce they don't want to claim (0:53). And then Ric Marshall and Umar Ashfaq joins us to discuss the founders of Google stepping down (12:27) and a report by an insurance industry group on coal's uninsurability (14:15), all through an ESG lens.
Episode 56 - The ESG Weekly: Should investors care about antibiotic resistance? And only a handful of companies are preventing a deforestation‐free supply chain for the week of November 18
Two stories this week with ESG glasses: Antibiotic resistance ‐ the ability of germs to defeat the drugs designed to kill them ‐ is one of the greatest public health challenges of our time; but as the crisis grows what will happen to the companies that produce antibiotics (0:54)? And then Mario Lopez‐Alcala tells us which companies are slowing the transition to a deforestation free supply chain in South America (10:17), all through an ESG lens.
Episode 55 - The ESG Weekly: Are wild and crazy founders really such a big deal for investors? And the streaming race is on for the week of November 11
Two stories this week with ESG glasses: SoftBank decided all the wild and crazy founders its Vision Fund is investing in need some rules of operation (0:37), and then Siyu Liu warns us about all the data streaming‐companies must now protect (16:07), all through an ESG lens.
Episode 54 -The ESG Weekly: The SEC is putting a gag order onto shareholders, and two spicy takes on Boeing and Saudi Aramco for the week of November 4
Two stories this week with ESG glasses: Ken Bertsch, the executive director of Council of Institutional Investors and an all‐knowing proxy god joins Ric Marshall and Mike Disabato to discuss the new rule by the SEC to limit shareholder engagement (0:37), and then we get two hot takes by our analysts on Boeing and Saudi Aramco (12:23), all through an ESG lens.
Episode 53 - The Most Important Thing An Investor Should Know About Private Prisons: Who Do They Care About?
Investors have witnesses an exodus from the private prison industry but even is the core function of a private prison ‐ is it to help prisoners? Is it to help the government? Or is it to help investors? In act 1, we look at how the growth of the 80s build up the prisons of the 2000s (2:55). In act 2, we discuss how private prisons became interwoven into our society. In act 3, we discuss the issue of incentives for private prison operators and what friction is caused by their misalignment (9:42). In act 4, the final act, we discuss the broader implications for investors that invest in private sector companies that provide a public service (28:33), all on record.
Episode 52 - The ESG Weekly: The case against Exxon might change how companies disclose about their climate woes, and the seas are rising up to consume us all for the week of October 28
Two stories this week with ESG glasses: The Attorney General of New York alleges that Exxon first calculated the risks posed by climate change but then freaked out and suppressed the data, an accusation that might change how companies disclosure their data on climate risks far into the future (0:46), and then our cartography expert Gillian Mollad discusses new data on sea level rise and how it might affect the real estate market (11:04), all through an ESG lens.
Episode 51 - The ESG Weekly: How should shareholders deal with Zuckerberg ? And Intel plans to release gender and race pay data for the week of October 21
Two stories this week with ESG glasses: A SPECIAL GUEST joins us to discuss how shareholders should deal with Facebook and Mark Zuckerberg as the founder continues his PR campaign (1:42), and then Meggin Eastman discusses the relevance of Intel's plan to release pay and gender pay data (13:22), all through an ESG lens.
Episode 50 - The ESG Weekly: South Africa's largest utility cannot abide, and a quick update on private prisons for the Week of October 14
Two stories this week with ESG glasses: There are power cuts throughout South Africa after its largest utility Eskom has a number of generating units break down which has threatened the country's economy (0:41), and Andrew Young gives us a quick update on the issue with private prisons as a business model (10:45), all on the record.
Episode 49 - The ESG Weekly: Companies are Hard to Trust When They Lie, And Labor Shortages Cause Concern for the Week of October 7
Two stories this week with ESG glasses: 3M and DuPont failed to disclose their findings on the hazardous impact and proliferation of PFAS (0:40), and Hong Kongers are leaving Hong Kong for everywhere but the U.S.(10:11), all on the record.
Episode 48 - The ESG Weekly: The Bosses Are Getting Too Much For Too Little, and Climate Change Is Coming For Your Real Estate for the Week of September 30
Two stories this week with ESG glasses: The Council of Institutional Investors recommendation that investors check their CEOs pay packages (0:42), and then we discuss the continuing physical risk to real estate posed by climate change (12:52), all on the record.
Episode 47 - The ESG Weekly: Which shareholder action tool is best? And Thomas Cook collapses into liquidation for the Week of September 23
Two stories this week with ESG glasses: The different tools available to investors to address ESG risks (0:39), and Thomas Cook collapses into liquidation stranding hundreds of thousands (10:09), all on the record.
Episode 46 - The gig economy has split the workforce
Those Facebook workers are actually contractors (1:16), it is not just Facebook because everyone uses temporary workers in vital company roles (2:00), this is bifurcating the workforce and some are taking advantage (4:30), if you want to see how this can affect a society just go to Japan (9:32), this might be a canary in the mine for other countries (14:14), and investors are beginning to take notice (17:12), all on the record.
Episode 45 - The ESG Weekly: UAW Union Strikes at GM, and Australia Picks Health Over Coal for the Week of September 16
Two stories this week with ESG glasses: The United Auto Workers go on strike at GM (0:57), and Australia rejects a coal mine due to long‐term health effects (10:58), all on the record.
Episode 44 - The ESG Weekly: EDF Finds Faults in its Nuclear Plants, and Contract Workers are Employees for the Week of September 9
Note! This is a re-released version with one detail corrected about nuclear power generation. Two stories this week with ESG glasses: Nuclear energy and its role in the low-carbon future (0:42), and California rules contract workers are employees for app-based companies (11:58), all on the record.
Episode 43 - The ESG Weekly: Data privacy and advertising don't mix, and glyphosate is banned again for the Week of August 26
Two stories this week with ESG glasses: Companies selling data have difficulties keeping data private (0:43), and Germany bans glyphosate usage (9:06), all on the record.
Episode 42 - The ESG Weekly: Johnson & Johnson's Brand and Opioids, and the Fashion Industry Makes Another Coalition for the Week of August 26
Two stories this week with ESG glasses: Johnson & Johnson's brand wavers as the opioid crisis comes home (1:10), and the fashion industry tries to lower its waste (11:09), all on the record.
Episode 41 - The ESG Weekly: Singapore will track societal health with Fitbit, and shareholders no longer matter for the Week of August 19
Two stories this week with ESG glasses: The Singapore Health Board partners with Fitbit (0:54), and Meggin and Ric discuss the Business Roundtable's anti-Friedman claim (17:49), all on the record.
Episode 40 - The hidden cost of cement
Is new stuff the best way to lower our emissions (3:36), maybe not because everything new uses everything old (7:40), well then should investors do something about it (12:00), because cement and fossil fuels are closer than you would think (15:15), all on the record.
Episode 39 - The ESG Weekly: Plastics and Fossil Fuel get more cozy, and two rapid fire takes on WeWork and Disclosures for the Week of August 12
Two stories this week with ESG glasses: Shell builds a petrochemical facility (0:41), and Matt and Ric quickly try to understand WeWork and the purpose of disclosures (13:44), all on the record.
Episode 38 - The ESG Weekly: Walmart's CEO gets called out in the gun debate, and L Brands' CMO resigns amid company turmoil on the Week of August 5
Two stories this week with ESG glasses: Walmart's CEO must address gun sales at his stores (0:44), and the CMO of L Brands resigns amid company turmoil (8:58), all on the record.
Episode 37 - The ESG Weekly: Capital One: Who's in your wallet? And NGOs call Cargill the worst company in the world on the Week of July 22
Two stories this week with ESG glasses: Capital One does not know who is in your wallet (0:38), and NGOs call Cargill the worst company in the world (10:25), all on the record.
Episode 36 - The ESG Weekly: Equifax is fined a record USD$800 million after its 2017 data breach, and subprime auto loans area threaten both the auto industry and drivers on the Week of July 22
Two stories this week with ESG glasses: Equifax is fined a record USD$800 million after its 2017 data breach (0:36), and subprime auto loans area threaten both the auto industry and drivers (8:01), all on the record.
Episode 35: The ESG Weekly: Water is Bigger in Texas and My Brand, My Ideology on the Week of July 15
Two stories this week with ESG glasses: Texas landowners sell their water to oil companies in the desert (0:53), and companies get pulled into social movements (11:22), all on the record.
Episode 34 - The ESG Weekly: Vedanta is a Mine Short and Direct Listing is the New Black on the Week of July 8
Two stories this week with ESG glasses: Vedanta loses a mine, but is it Vedanta's fault (1:10), and Slack's direct listing works but does it obscure risks (7:18), all on the record.
Episode 33: The ESG Weekly: Tesla Delivers Cars and Wayfair's Labor Problem on the Week of July 1
Two stories this week with ESG glasses: Tesla announces record delivery of cars (0:58), and Wayfair's labor walkout is the new CEO problem (5:03), all on the record.
Episode 32 - The ESG Weekly: San Fran's E-Cigarette Ban and Chicken Collusion on the Week of June 25
Two stories this week with ESG glasses: San Francisco bans the use and sale of e-cigarettes (0:44), and poultry processors are accused of collusion in chicken prices (9:11), all on the record.
Episode 31: Tomorrow's Labor Solution Is... Unions?
Karl Marx's biggest meme was a labor innovation (2:42), but also an investor problem (4:48), but someone should tell South Korea (6:42) because the tech model has labor problems (11:00) and Jack Ma and Richard Liu poked the bear (13:11), all on the record.
Episode 30 - The ESG Weekly: Facebook's Libra and the Trans Mountain Pipeline on the Week of June 17
Two stories this week with ESG glasses: Facebook announces its crypto solution in Libra (0:33), and Canada's Trans Mountain pipeline is approved (8:28), all on the record.
Episode 29 - The ESG Weekly: Raytheon/UTC and Ocado's Vertical Farm Play on the Week of June 10
Two stories this week with ESG glasses: Raytheon/UTC could have a human capital problem (1:11), and Ocado's vertical farm is a sustainability love story (8:25), all on the record.
Episode 28 - The ESG Weekly: Corruption in China and Health Care Equipment on the Week of June 3
One story this week with ESG glasses: GE, Siemens, and Philips get caught in a corruption scandal in China, so who cares about it most? (0:42), all on the record.
Episode 27 - The ESG Weekly: Renault/Fiat and Malaysia Just Says "No" to Your Recycling on the Week of May 27
Two stories this week with ESG glasses: Renault/Fiat could end up confusing investors (0:42) and Malaysia rethinks its recycling strategy (6:26), all on the record.
Episode 26 - The ESG Weekly: McDonald's #MeToo moment and Overstock.com's Bitcoin play on the Week of May 20
Two 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.
Episode 25 - The ESG Weekly: Is There an ESG Angle on Trade Wars, and Amazon's Four-Legged Stool on the Week of May 13
Two 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.
Episode 24 - The ESG Weekly: Is It Disruption Week? Swine Fever and iBuying on the Week of May 6
Two 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.
Episode 23: The ESG Weekly: Is It Disruption Week? Swine Fever and iBuying on the Week of May 6
ESG 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.
Episode 22 - the problems with ESG
ESG 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.
Episode 21: The ESG Weekly: Umicore and the Cobalt Problem on the Weeky of April 22
One 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.
Episode 20 - The ESG Weekly: Amazon Employees Form a (Shareholder) Union and Jack Ma's 996 Blessing on the Week of April 15
Two 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.
Episode 19 - The ESG Weekly: Disclosure is the Thing for Saudi Aramco and Social Media Becoming Tobacco on the Week of April 10
Two 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.
Episode 18 - The ESG Weekly: Im(possible?) Burgers and Wells Fargo CEO Search on the Week of April 1
Two 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.
Episode 17 - The ESG Weekly: McDonald's AI play and Purdue settles on the Week of March 25
Two 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.
Episode 16 - The ESG Weekly: Paul Ryan and Robots on the Week of March 17
Two 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.
Episode 15 - Leadership Crisis, or Crisis in Influence?
The 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.
Episode 14 - The ESG Weekly: Week of March 10
Two 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.
Episode 13 - The ESG Weekly: Week of March 3
Two stories with ESG glasses: Nordea and money laundering (3:48), and the toilet paper conundrum (7:00), all on the record.
Episode 12 - Who Pays for Corruption?
We 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.
EPISODE 11 - THE POWER OF PEER PRESSURE ON PAY
Companies 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.
Episode 10 - Halloween is a Time for Zombies, Ghosts, and Frankenstein
It'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.
Episode 09 - A Short History of ESG: Part II
Modern 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.
Episode 08 - A Short History of ESG: Part I
For 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.
Episode 07 - Join the Gang: Climate Edition
A 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.
Episode 06 - The Privacy of Things
Could the data you provide your dishwasher some day be more valuable than the dishwasher? Internet of Things (0:00), hacking and Hackers (2:55), the GDPR (4:00), Cambridge Analytica (7:06), converging IoT and social media data (10:06), all on the record.
Episode 05 - When Genius Meets Governance
Thinking of Tesla, how should an investor balance good governance with visionary brilliance? Atari and Tesla (0:22), checks and balances (2:32), overgovernance at Apple (4:13), Google's golden shares (5:38), and the Tesla "problem" (9:10), all on the record.
Episode 04 - Back to School Special: Student Debt, Consumer Finance, and Robots
Student debt is huge in the US, but as an investor, is it a good bet? The trend of consumer finance (1:44), Navient stands out (3:38), the reckoning is... robots?(5:35), and it might actually be a skills crisis (8:30), all on the record.
Episode 03 - Indra Nooyi, and Why Diversity of Management Matters
Longtime PepsiCo CEO Indra Nooyi... or one of few women CEOs?... steps down. We talk to Meggin Thwing-Eastman about why that matters. 'Another female CEO done' (0:36), board diversity and employee productivity (1:44), diversity as an investment theme (3:40), more data (6:17), and a little game (9:47), all on the record.
EPISODE 02 - Where should we even start?
Environmental, social, and governance investing related news, research, and trends. In this episode, we start at the beginning... of 2018. We revisit our conversation with Linda-Eling Lee from January as she walks us through the major ESG trends of this year. Emerging markets (1:48), carbon and asset allocation (4:10), fixed income and ESG (6:30), how much disclosure matters, or does it (9:28), and the Year of the Human (12:49) are discussed.
Episode 01 - Welcome to the MSCI ESG Research Podcast, ESG Now
Environmental, social, and governance investing related news, research, and trends. In this episode, we start at the beginning... of 2018. We revisit our conversation with Linda-Eling Lee from January as she walks us through the major ESG trends of this year. Emerging markets (1:48), carbon and asset allocation (4:10), fixed income and ESG (6:30), how much disclosure matters, or does it (9:28), and the Year of the Human (12:49) are discussed.
Legislation
MSCI ESG Research LLC. is a Registered Investment Adviser under the Investment Adviser Act of 1940. The most recent SEC Form ADV filing, including Form ADV Part 2A, is available on the U.S. SEC’s website at www.adviserinfo.sec.gov.
MIFID2/MIFIR notice: MSCI ESG Research LLC does not distribute or act as an intermediary for financial instruments or structured deposits, nor does it deal on its own account, provide execution services for others or manage client accounts. No MSCI ESG Research product or service supports, promotes or is intended to support or promote any such activity. MSCI ESG Research is an independent provider of ESG data, reports and ratings based on published methodologies and available to clients on a subscription basis. We do not provide custom or one-off ratings or recommendations of securities or other financial instruments upon request.
Episode 57 - The ESG Weekly: As the precarious work arrangements grow, investors might need to look at how companies control a workforce they don't claim as their own, and then two hot takes on Google's shakeup and coal's uninsurability for the week of December 2
Two stories this week with ESG glasses: Temporary, part‐time, contracted out, or contingent work arrangements are creating risks for investors across the entire economy as companies face liabilities for a workforce they don't want to claim (0:53). And then Ric Marshall and Umar Ashfaq joins us to discuss the founders of Google stepping down (12:27) and a report by an insurance industry group on coal's uninsurability (14:15), all through an ESG lens.
ESG trends
ESG trends
Read the key environmental, social and governance (ESG) trends that are top of mind for investors. In 2019 we observe that the long haul many are bracing for has already started for ESG investors.
ESG ratings
ESG ratings
MSCI ESG ratings is designed to support institutional investors’ growing ESG integration, manager reporting, engagement and portfolio monitoring needs.
ESG screened indexes
ESG screened indexes
Incorporating a range of ESG exclusions while seeking to maintain a profile similar to market cap indexes