Impact and ESG Investing

[00:01:29] – Mechanical vs human judgement processes

[00:04:21] – ESG, and the non-utility portion of it.

[00:07:11] – Data behind the objective function that is different from returns

[00:12:34] – What are the most interesting data sets

[00:16:04] – How does she determine what factors to target

[00:19:31] – Why do we know that diversity of experience/opinion/background is good for a company

[00:21:30] – The social vertical and how it plays into her investing system and better returns

[00:27:00] – Environmental factors and the issues that jump to mind

[00:29:48] – Importance of signing the UNPRI and is it just box checking

[00:32:33] – Data for companies on the solution oriented companies

[00:34:53] – Why doesn’t the market recognize the Alpha

[00:36:17] – LP interest in ESG investing

[00:38:25] – How other groups of investors approach ESG

[00:40:03] – Best practices at business making an impact in ESG

[00:44:01] – Unique or interesting tactics in environmental

[00:46:33] – Who is the biggest opponent or position in opposition of ESG

[00:47:37] – Most interesting edge

[00:48:20] – Playbook for business managers thinking about social for the first time

[00:49:59] – Measurements vs principles/values

[00:51:21] – Advice to quants trying to use ESG in how they gather data

[00:53:04] – Most memorable encounter with a company through the lens of ESG

[00:53:53] – Where to learn more about ESG

[00:54:50] – How much role regulation plays in the future of business sustainability

[00:56:30] – Any more lessons from her research into natural systems

[00:57:05] – Kindest thing anyone has done for her