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Morningstar's Sustainability Research and Metrics
Manage episode 358265631 series 3458402
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Learn how Morningstar is helping investors make better-informed decisions and invest in ways that are meaningful to them. We also hear from a portfolio manager that is applying a gender lens to her investment process and why the “S” component of ESG is so important. This episode features Dr. Jon Hale from Morningstar and Ms. Diane Sobin from Cary Street Partners.
Chapter
1. Morningstar's Sustainability Research and Metrics (00:00:00)
2. Introduction (00:00:21)
3. About Mr. Hale from Morningstar (00:02:41)
4. Creating Morningstar's Sustainable Investing Group (00:03:50)
5. About Morningstar's Sustainability Research and Metrics (00:07:14)
6. 2020 Impact Investing Trends and Highlights (00:17:33)
7. Stay in touch with Mr. Hale (00:25:20)
8. About Ms. Sobin from Cary Street Partners (00:26:29)
9. About SMAs (00:28:13)
10. Gender Lens Investing (00:29:24)
11. Stay in touch with Ms. Sobin (00:36:47)
12. Conclusion (00:37:11)
13. Disclosures (00:39:47)
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