Podcast: Sustainability and quality in investments
Pablo Berrutti, Senior Investment Specialist speaks to Vincent McCarthy, host of The ESG Factor in their latest podcast exploring sustainability and quality in investments.
Pablo shares his insights on how we think about sustainability within our investment process and why quality is important as long-term investors. Other topics discussed within this episode include Sustainable Development Goals, differentiating sustainable investing from greenwashing and the importance of stewardship.
Overview of podcast
- 01:00 – What does sustainability mean to Stewart Investors when choosing companies?
- 05:54 – How do Stewart Investors find companies producing a more sustainable return?
- 11:00 – When choosing companies, do you focus on sustainability factors first and then valuation, or look through the lens of risk/returns then look at the sustainability of the business?
- 15:52 – Do you envisage a time when sustainable finance will deliver the results that are set out in the Sustainable Development Goals from 2015?
- 19:06 – How can investors differentiate between sustainable investing and greenwashing?
- 25:00 – How do Stewart Investment use the ESG framework in their investment process?
- 34:00 – Do investors need to know the impact are companies having on sustainable development, and how does stewardship affect Stewart Investors’ decision making?
- 39:49 – How do disclosures make a difference in understanding a company’s impact?
- 49:52 – Has responsible investment gathered momentum in Australia?
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