Alexander Fleiss: Humility and mean reversion

I chat with Alexander, CEO at Rebellion Research, on stock selection, portfolio construction and his passion for teaching.

Nothing on this podcast is to be considered investment advice or a recommendation. No investment decision or activity should be undertaken without first seeking qualified and professional advice.

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Diversity doesn’t work without inclusion

Achieving diversity requires data, new recruitment practices and nurturing inclusion. And the financial industry must get its own house in order to better put pressure on investee companies.

Diversity uncut

In a fireside chat, Gloria Steinem reminds us why diversity is such an important issue for investors to understand, why it impacts society, business and investments so fundamentally, and why there is still so much work to do.

Sovereign engagement is the new frontier

Robeco chief executive Gilbert van Hassel opened the 'Sustainability Digital: A Planet in Trouble' conference with a reminder of the opportunities in sustainability and the importance of working with others. At Robeco this now includes engaging directly with sovereign governments.

Regulation and economics converge in ESG

Investors from Schroders, Trillium and PensionDanmark discuss how a changing regulatory picture and the economics of sustainable investment are coming together to create a tipping point in ESG, but they warn their peers to look beyond the label to what is on the inside.

Stewardship shifts to impact

The focus of stewardship is shifting from the amount of engagement to its quality. The CFA Institute's Mary Leung argues this presents a unique opportunity for institutional investors and companies to elevate the way they engage and create long term, sustainable value for shareholders.

New benchmarks for ESG accountability

The measurement and management of ESG needs to shift from the current paradigm of self-definitions of sustainability according to founder of the Predistribution Initiative, Delilah Rothenberg. She says the World Benchmarking Alliance’s new initiative – the Financial System Transformation Benchmark –aims to address the critical gaps which may result in valuation methodologies and incentive structures changing.

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