ESG in 10

In this podcast series, we will be delving into the world of ESG, 10 minutes at a time, to engage with our Fidante affiliates on their views on topical ESG themes across asset classes.

Listen on:

  • Apple Podcasts
  • Podbean App
  • Spotify

Episodes

Thursday Aug 01, 2024

In this episode of ESG in 10, Charlotte O'Meara welcomes Joachim Klement, investment strategist and ESG specialist from Liberum, to delve into the critical impact of geopolitical risks on investment strategies. While recent conflicts in Ukraine and the Middle East have brought these risks to the forefront, their influence on global investment landscapes has been longstanding.
Join us as we explore how investors can address these persistent challenges and seamlessly integrate them into their ESG frameworks.*NB. This episode was recorded at the RIAA Conference Australia.

Monday May 13, 2024

In this episode of ESG in 10, we delve into the crucial intersection of AI and responsible investing. With the exponential growth of AI-driven businesses, investors are grappling with how to gauge the responsible use of this technology. Alphinity Investment Management, in collaboration with CSIRO’s Data61 team, presents a groundbreaking framework aimed at guiding investors in assessing the ethical deployment of AI. Tune in as we explore key insights from their comprehensive research report, discuss engagement activities, and provide an overview of the investment framework, empowering investors to integrate responsible AI considerations into their investment strategies.Find out more about Alphinity's Responsible AI Framework for Investors 

Wednesday Apr 03, 2024

By 2030, more than 60% of the world’s population will live and eat in Asia. With the growing demand for sustainable food production, there are many challenges and opportunities with the changing demographics and demand for food in the region. In this episode, Charlotte is joined by Tai Lin, Managing Partner at Proterra Asia, to dissect the complexities of this evolving landscape, exploring the shifting demographics and evolving dietary habits driving the surge in food demand across Asia.

Thursday Mar 07, 2024

Did you know? According to a Walk Free Report, one in every 130 females globally is living in modern slavery. Women and girls account for nearly three-quarters (71%) of all victims. This stark reality sheds light on the disproportionate impact of modern slavery on women and girls, highlighting the urgent need for action.
In this episode, we delve deep into this crucial topic with Melissa Stewart, founder of Stewardship Advisory and a member of the Alphinity Sustainable Fund Compliance Committee.
Tune is as we discuss the impact of gender inequality on modern slavery prevalence and explore how investors can play a pivotal role in addressing this issue.

Tuesday Dec 12, 2023

In this episode of ESG in 10, Charlotte O'Meara is joined by Gillian Jago, Senior Trader at Ardea Investment Management, to explore the dominance of Europe in sovereign green bond issuance amid a global slowdown. They delve into the drivers behind Europe's success, compare the global approaches to green policies, and provide insights into the outlook for green bond issuance in the remaining weeks of 2023.You can read the full paper by Ardea Investment Management here-Why Europe is the region leading sovereign green bond issuance and what we expect for the last three months of the year - Ardea Investment Management

Tuesday Nov 28, 2023

In this episode, Charlotte is joined by Chris Whitcombe, Head of Global ABS, and Michael Cistulli, Analyst, at Challenger Investment Management, as they delve into the challenges and advancements of integrating ESG considerations in Asset Backed Securities (ABS). Together, they explore the global landscape of ESG integration and take a closer look at the CIM approach for evaluating ESG risks within ABS transactions.

Wednesday Nov 08, 2023

In this episode, Charlotte is joined by Moana Nottage from Alphinity Investment Management to discuss her research into Antimicrobial Resistance (AMR) and the importance of integrating AMR as a factor into the investment and stewardship process.  
When used correctly, antimicrobials play a key role in treating human and animal health. Antibiotics in particular have saved millions of lives since the 1940s and have contributed significantly to the life expectancy we see today. But microorganisms are becoming more resistant to contemporary medicine. Without responsible antimicrobial use, disease prevention and research into alternatives, the systemic risk posed by antimicrobial resistance (AMR) could be extremely disruptive. 
 
Learn More:
Antimicrobial Resistance: An emerging ESG consideration - AlphinityAntimicrobial resistance: Relevance to investors - AlphinityEU Action on Antimicrobial Resistance (europa.eu)

Thursday Oct 26, 2023

In this episode of ESG in 10, Charlotte is joined by Moana Nottage, Alphinity Investment Management, and Nana Li, Impax Asset Management, to share insights from the PRI in person conference held in Tokyo in October, and discuss the emerging themes that are the focus of investors globally.  

Sunday Aug 27, 2023

The world is experiencing an acute inflation shock, but one key question we must ask, is how this impacts the transition to a sustainable economy?  If we don’t get the transition right, could it worsen future inflation hurdles?
With a career spanning over 25 years in sustainability, Kirsteen Morrison, Portfolio Manager at Impax Asset Management, joins the podcast to share her insights on how the current inflationary environment will impact the transition to a sustainable economy and what the failure to act on climate change may mean for the inflationary environment in the future.

Monday Jul 17, 2023

After many years of limited activity on green bonds in Australia, we have seen a number of developments in this space recently, with the announcement of the Australian Government issuing a green bond. This reflects the substantial increase in activity in green bond development globally. Joining the latest episode of the ESG in 10 podcast, is Tamar Hamlyn, portfolio manager at Ardea Investment Management, to take us through the developments in the green bond space in Australia and what this means for sovereign bond investors.

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ESG Investing at Fidante

Fidante’s approach to ESG is centred and backed by Challenger Group’s leadership in both our Corporate Sustainability and Responsible Investment programs.



At Fidante, we believe:

  • We are stewards of capital and our contribution to society is an important driver for our business and the enhancement of the performance of our customers’ investments;
  • The economy is in transition to the sustainable economy. We are cognisant of the future economy into which our customers will live. We have the opportunity to make a positive difference in how that future looks through active ownership and investment activity;
  • Environmental Social and Governance (ESG) issues can have a material impact on long-term investment performance;
  • The integration of ESG factors into the investment process helps us and our investment managers to build a more resilient organisation that mitigates related financial and non-financial risks.

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