EPISODE · Apr 13, 2022 · 39 MIN
Alt-Angles: ESG in Special Situations/Alternative Assets with Kyle Rudden - Part 1/2
from Smart Calls with Smartkarma · host Smartkarma
In this two-part episode, Analyst Kyle Rudden continues his series on ESG, in collaboration with SGX. Typically, ESG conversations are "long-only equity". Historically, that was the only context for ESG. But ESG is making its way into other asset classes and non-traditional (for ESG) situations. Sovereign ESG is a hot topic lately (Russia/Ukraine). So, too, is ESG and private equity, venture capital, and M&A. And short-selling… that looming (supposedly) "Big Short" as hedge funds short-sell their way to carbon-neutral portfolios (a debated strategy). This Webinar, part 6 in the series, will cover ESG from alt-angles. -- Follow Kyle's work: https://skr.ma/qcJeXohxz1dgqW5m7 Smartkarma subscribers can find the presentation here: https://skr.ma/eZ6NjqnotBYAD8b5A -- Find all previous sessions in Kyle Rudden's ESG webinar series here: 01 - Smartkarma Webinar | Foundations of Sustainable/ESG Investing and Finance 02 - Smartkarma Webinar | ESG Metrics and Materiality - What Matters to Whom and Why 03 - Smartkarma Webinar | ESG Alpha: ESG’s Most Existential and Complicated Subject 04 - Smartkarma Webinar | Conquering the Age-Old "ESG Data Problem" 05 - Smartkarma Webinar | Hacking for ESG Data Continued -- Kyle Rudden is an ESG (Environmental, Social, Governance) analyst with an alpha-centric approach to ESG research. After all, ESG investing is, first and foremost, investing. "Alpha-centric" does not mean apathetic, however. Quite the contrary. Kyle believes global sustainability – i.e., environmental stewardship, social equality, and economic prosperity – is imperative, and private-sector capital is its cornerstone. Private-sector capital still has fiduciary responsibilities. Profitability is necessary for sustained impact. The Triple Bottom Line. People, Planet, AND Profit. This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma’s views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.
What this episode covers
In this two-part episode, Analyst Kyle Rudden continues his series on ESG, in collaboration with SGX. Typically, ESG conversations are "long-only equity". Historically, that was the only context for ESG. But ESG is making its way into other asset classes and non-traditional (for ESG) situations. Sovereign ESG is a hot topic lately (Russia/Ukraine). So, too, is ESG and private equity, venture capital, and M&A. And short-selling… that looming (supposedly) "Big Short" as hedge funds short-sell their way to carbon-neutral portfolios (a debated strategy). This Webinar, part 6 in the series, will cover ESG from alt-angles. -- Follow Kyle's work: https://skr.ma/qcJeXohxz1dgqW5m7 Smartkarma subscribers can find the presentation here: https://skr.ma/eZ6NjqnotBYAD8b5A -- Find all previous sessions in Kyle Rudden's ESG webinar series here: 01 - Smartkarma Webinar | Foundations of Sustainable/ESG Investing and Finance 02 - Smartkarma Webinar | ESG Metrics and Materiality - What Matters to Whom and Why 03 - Smartkarma Webinar | ESG Alpha: ESG’s Most Existential and Complicated Subject 04 - Smartkarma Webinar | Conquering the Age-Old "ESG Data Problem" 05 - Smartkarma Webinar | Hacking for ESG Data Continued -- Kyle Rudden is an ESG (Environmental, Social, Governance) analyst with an alpha-centric approach to ESG research. After all, ESG investing is, first and foremost, investing. "Alpha-centric" does not mean apathetic, however. Quite the contrary. Kyle believes global sustainability – i.e., environmental stewardship, social equality, and economic prosperity – is imperative, and private-sector capital is its cornerstone. Private-sector capital still has fiduciary responsibilities. Profitability is necessary for sustained impact. The Triple Bottom Line. People, Planet, AND Profit. This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma’s views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.
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Alt-Angles: ESG in Special Situations/Alternative Assets with Kyle Rudden - Part 1/2
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