A portfolio manager of an ESG and sustainable fund is an increasingly complex job, given the wide swath of data and themes. On this episode of the ESG Currents podcast, Bruce Kahn joins Bloomberg Intelligence analyst Shaheen Contractor to discuss how he uses ESG data and metrics to analyze company performance and drive selection in his portfolio. The conversation focuses on the metrics that impact company value and the challenges in ESG analysis. This was recorded on Sept. 28. 

A portfolio manager of an ESG and sustainable fund is an increasingly complex job, given the wide swath of data and themes. On this episode of the ESG Currents podcast, Bruce Kahn joins Bloomberg Intelligence analyst Shaheen Contractor to discuss how he uses ESG data and metrics to analyze company performance and drive selection in his portfolio. The conversation focuses on the metrics that impact company value and the challenges in ESG analysis. This was recorded on Sept. 28.

ESG has become established as a key business theme as companies and investors seek to navigate the climate crisis, energy transition, social megatrends, mounting regulatory attention and pressure from other stakeholders. The rapidly evolving landscape has become inundated with acronyms, buzz words, and lingo and we aim to break these down with industry experts.

ESG has become established as a key business theme as companies and investors seek to navigate the climate crisis, energy transition, social megatrends, mounting regulatory attention and pressure from other stakeholders. The rapidly evolving landscape has become inundated with acronyms, buzz words, and lingo and we aim to break these down with industry experts.

ESG Currents

How ESG Enhances Company Analysis, A PM's View

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Plastic waste is a mounting challenge around the globe, but nuance required to understand and manage plastic is often ignored. On this episode of the ESG Currents podcast, Svanika Balasubramanian, founder and chief circularity officer of rePurpose Global, joins BI senior integration analyst Gail Glazerman to discuss the scale of the problem, potential key performance indicators (KPIs) to assess plastic exposure and strategies to make solutions profitable enough to attract an estimated $5 trillion in capital required by 2040. This conversation was recorded Feb. 18.

Plastic waste is a mounting challenge around the globe, but nuance required to understand and manage plastic is often ignored. On this episode of the ESG Currents podcast, Svanika Balasubramanian, founder and chief circularity officer of rePurpose Global, joins BI senior integration analyst Gail Glazerman to discuss the scale of the problem, potential key performance indicators (KPIs) to assess plastic exposure and strategies to make solutions profitable enough to attract an estimated $5 trillion in capital required by 2040. This conversation was recorded Feb. 18.

Embracing Nuance to Profitably Address Plastic

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Insurance is essential for the carbon-credit market to unlock capital, manage risk and build trust. On this week’s episode of the ESG Currents podcast, Natalia Dorfman, CEO and co-founder of Kita, joins Eric Kane, director of ESG research at Bloomberg Intelligence, to discuss how her company provides insurance products that aim to unlock institutional investment for high-integrity carbon removal and natural-capital projects. They discuss some of Kita’s key offerings and dive into how they account for the nuances and challenges of these projects, including duration, value and monitoring. They also explore policy developments in the EU, the ramp-up of Article 6 projects and why Dorfman thinks 2026 is the year insurance will come in to handle the complex challenge of carbon-credit permanence.

This episode was recorded on Feb. 9.

Insurance is essential for the carbon-credit market to unlock capital, manage risk and build trust. On this week&rsquo;s episode of the ESG Currents podcast, Natalia Dorfman, CEO and co-founder of Kita, joins Eric Kane, director of ESG research at Bloomberg Intelligence, to discuss how her company provides insurance products that aim to unlock institutional investment for high-integrity carbon removal and natural-capital projects. They discuss some of Kita&rsquo;s key offerings and dive into how they account for the nuances and challenges of these projects, including duration, value and monitoring. They also explore policy developments in the EU, the ramp-up of Article 6 projects and why Dorfman thinks 2026 is the year insurance will come in to handle the complex challenge of carbon-credit permanence.
This episode was recorded on Feb. 9.

Kita on How Insurers Enable CO2-Removal Financing

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Mangroves are one of the most powerful natural tools for climate adaptation and resilience, protecting coastlines, stabilizing economies and strengthening ecosystems. On this episode of the ESG Currents podcast, Ignace Beguin Billecocq, executive director of the Mangrove Breakthrough, joins BI senior ESG credit analyst Chris Ratti. The Mangrove Breakthrough is a global initiative aiming to secure the future of 15 million hectares of mangroves by 2030 through a $4 billion investment to foster resilience, biodiversity and coastal protection. They discuss the materiality of mangroves and the importance of funding for expansion across a coalition of beneficiaries including governments, multilateral development banks, insurance companies and climate investors.

Mangroves are one of the most powerful natural tools for climate adaptation and resilience, protecting coastlines, stabilizing economies and strengthening ecosystems. On this episode of the ESG Currents podcast, Ignace Beguin Billecocq, executive director of the Mangrove Breakthrough, joins BI senior ESG credit analyst Chris Ratti. The Mangrove Breakthrough is a global initiative aiming to secure the future of 15 million hectares of mangroves by 2030 through a $4 billion investment to foster resilience, biodiversity and coastal protection. They discuss the materiality of mangroves and the importance of funding for expansion across a coalition of beneficiaries including governments, multilateral development banks, insurance companies and climate investors.

Mangroves Are Triple Threat for Climate Resilience

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/fdfc9e60-8ad0-40b7-a522-b40300d97df7/transcript

How ESG Enhances Company Analysis, A PM's View

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