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.
The ESG Weekly: SPECIAL Proxy Season Episode
This week’s episode is a special five-person roundtable on this year’s proxy season! It’s a long one but full of good knowledge about the current proxy season highlights and emerging trends. We go through how companies are reacting to the current environmental and social issues, and how investors are trying to keep them accountable.
The ESG Weekly: India's COVID‐19 Maelstrom and the Fine Print of NDCs
As a vicious second wave hits India, we talk to Ravi Sankar about the conditions on the ground in Mumbai and Pune and the resilience of our colleagues based there. Then we rifle through the contents of the US' recent climate pledge and confront the devil lurking in the details of carbon budgets
The ESG Weekly BONUS: Still waiting for ESG to strut its stuff at the earnings call? 2021 may be a turning point
Joined by the CECP's Brian Tomlinson and our own Sam Sue Ping, we look at how companies are taking a firmer step onto the ESG stage. Executives and directors are starting to talk a serious game. But can they do it where it matters ‐ in the haloed earnings call? For more, check out Brian’s paper here: https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3607921
The ESG Weekly: Earth Day For the Capital Markets and China
Earth Day was this Thursday and in its spirit, companies and countries have announced net‐zero plans as a climate summit began in the US. We explore a new tool we are using to track the progress the global economy is making toward a low‐carbon future. An important player in lowering our collective carbon emissions is China. And we explore what China is trying to do to limit its carbon footprint.
The ESG Weekly: A Union at Amazon and France Bans Flights
Amazon workers have voted down a union drive at the company's Alabama warehouse. The victory was decisive, and it the loss signals a change in the corporate labor market. We discuss what that paradigm shift is, as well as some good old discussion about Amazon as an economic force. Then we discuss the move by the French government to try and ban short‐haul flights in order to cut the country's carbon footprint.
The ESG Weekly: Opioids Rage During COVID‐19 and Politics in Georgia
The COVID‐19 pandemic has overshadowed the opioid epidemic in the US, but the opioid crisis in the has grown during the pandemic creating more problems for communities and companies that have been blamed for the crisis. During the 2021 proxy season, companies are disclosing more opioid related liabilities to shareholders causing dissent in some cases. We discuss both the opioid epidemic and these shareholder reactions. Then, as a new controversial voting rights law is passed in the US state of Georgia, we discuss why some companies wade into politics and others stay away.
And not boring!
Especially the episodes by Mike Disabato. Great stuff.
(Assuming you’re interested in ESG & capital markets)
Thanks for the content!