Modern portfolio theory tells us that company-specific risks can be reduced through the magic of diversification. But what about market-wide risks, like climate change and income inequality? On this week’s episode of the ESG Currents podcast, BI Senior ESG Analyst Rob Du Boff speaks with Jon Lukomnik, managing partner of Sinclair Capital and a pioneer in corporate governance. They discuss how shareholders can use ESG analysis and corporate engagement to minimize systematic risks that threaten all investments. This episode was recorded on July 31.

<p>Modern portfolio theory tells us that company-specific risks can be reduced through the magic of diversification. But what about market-wide risks, like climate change and income inequality? On this week&rsquo;s episode of the ESG Currents podcast, BI Senior ESG Analyst Rob Du Boff speaks with Jon Lukomnik, managing partner of Sinclair Capital and a pioneer in corporate governance. They discuss how shareholders can use ESG analysis and corporate engagement to minimize systematic risks that threaten all investments. This episode was recorded on July 31.</p>

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.

<p>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.</p>

ESG Currents

Why ESG Engagement Matters to Portfolio Management

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/ceacf9eb-144f-4f3d-b798-b34d00d9058a/transcript

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