Katriona Baker’s Post

Just a few days ago, I was reading about ESG (Environmental, Social, and Governance) criteria for companies and how it is gaining momentum. As a finance student, my interest is piqued about how sustainable finance will drive positive change in our world. 𝗪𝗵𝗮𝘁 𝗶𝘀 𝗦𝘂𝘀𝘁𝗮𝗶𝗻𝗮𝗯𝗹𝗲 𝗙𝗶𝗻𝗮𝗻𝗰𝗲? Sustainable Finance is the practice of integrating ESG factors into financial services and investment decisions. This shift towards ethical investing is not only beneficial for the planet but also for a company’s long-term profitability. It represents not just a trend but a necessary evolution in how we approach investments and financial decision-making. 𝗪𝗵𝘆 𝘄𝗮𝘀 𝘁𝗵𝗶𝘀 𝘀𝗵𝗶𝗳𝘁 𝗻𝗲𝗰𝗲𝘀𝘀𝗮𝗿𝘆? It became essential in our modern era due to the urgent need to address interconnected global challenges such as climate change, social inequality, and economic resilience. By aligning a company’s financial goals with broader societal and environmental objectives, this trend ensures a more equitable and resilient future. How do you see sustainable finance shaping the future? #SustainableFinance #ESG #FinanceIndustry #FutureOfFinance #ClimateAction #EthicalInvesting

Last week we attended the CFA UK's Sustainability Conference to hear from the investment professionals about their approach towards sustainability investment and assess the theme of the challenges faced by them currently with regards to sustainability data. Our vision with Dash is creating a solution and deliver data to reduce the noise and enable the investment community and businesses to consider ESG factors as a fundamental risk. Here are some key highlights from the event from : Elena Koycheva, CFA, Baroness Brown Julia King DBE, Adam Matthews, Julian Kölbel, Elaina Elzinga, CFA, Diandra Soobiah, Tim Smith, CFA, Sofia Savvantidou, Catherine Macaulay, CFA, Fotis Chatzimichalakis, CFA Tanishq Jain | Scott Hamilton | Pierpaolo Zollo #esg #investments #data #cfauk

Last week, we had the pleasure of attending the CFA Society Boston's second event in their sustainable investing series. Our Research Director, Dr Alex Clark, joined a panel to speak about the value of asset-based data in evaluating corporate net-zero alignment. A key theme was the importance of combining quantitative analysis (emissions data) with qualitative insights (intent and action) to assess corporate net-zero credibility. Alex highlighted how asset-based data uncovers whether companies are truly decarbonizing or simply offloading high-emission assets, and whether their technological shifts align with global pathways. Another standout message was on the shape of the transition matters as much as its direction. Immediate action is critical—climate impacts are driven by total accumulated emissions, not just annual reductions. 🌟 A huge thank you to CFA Boston, the speakers and all attendees for such a rich discussion. It’s clear we need to focus on substance over labels, prioritize emerging markets, and urgently scale adaptation finance. Paul Vozzella Rachel Nadolny

This year's CFA UK Sustainability Conference had a range of insightful topics and presentations from investment professionals who have been considering sustainability factors as fundamental factors for evaluation of an investment opportunity before they came into light in the recent past years. After a long day of hearing directly from the investment professionals there was one common theme I identified for the challenges they are facing to drive sustainable investments: need of high-quality ESG data at a company level to mute the market noise and take data-driven decisions. Here are some key highlights from the event from the panel and the preseneters: Elena Koycheva, CFA, Baroness Brown Julia King DBE, Adam Matthews, Julian Kölbel, Elaina Elzinga, CFA, Diandra Soobiah, Tim Smith, CFA, Sofia Savvantidou, Catherine Macaulay, CFA, Fotis Chatzimichalakis, CFA #esg #data #sustainability #investing #ai

Handling ESG data can be tricky 👀 To help navigate this challenge, CFA UK has created a suite of case studies arranged by job role to help investment professionals navigate difficult situations in sustainable investment 👏 Our first release targets buy-side analysts and offers practical insights to tackle ethical and operational challenges in sustainable investments 📈🌿 🔍 Explore case studies 👉 https://ow.ly/vnKe50RSvez Special thanks to our contributors: Jose C Valer, CFA, Emily Barnard, CFA, Jacopo Gadani, CFA, Dmitri Govorov, CFA, David Manuel, ASIP, Stephen Metcalf, CFA, Natalie Gregoire-Skeete, CFA, Yuhan Zhang, CFA, Andy Burton, CFA, Amit Bisaria, CFA, David McClean, CFA, Suzanne Hsu, CFA. #SustainableInvesting #BuySideAnalysts #ESG #EthicalInvesting #CFAUK

🌱 Green Finance: A Step Towards Sustainability 🌱 I’m happy to share that I’ve successfully completed the Green Finance course! I deepened my understanding of how financial systems can support sustainable development, address environmental challenges, and create long-term value. 🌍 Topics covered in the course included: ESG principles Sustainable investment strategies Green bonds and their role in financing environmental projects As someone passionate about sustainability and economics, I’m eager to apply this knowledge in practice, contributing to projects that create both economic growth and a positive environmental impact. #GreenFinance #Sustainability #ESG #ProfessionalGrowth

 Investing in Our Future: The Rise of Sustainable Finance 🌱📊 As global challenges like climate change 🌡️ and social inequality ⚖️ come to the forefront, the investment landscape is undergoing a profound transformation. Investors are no longer just seeking financial returns 💰; they’re looking for investments that align with their values and contribute to a better future. 🌿✨ Why Sustainability in Investment Matters: 🌱 Sustainable Growth: ESG (Environmental, Social, and Governance) criteria are driving capital toward companies that prioritize renewable energy, ethical labor practices, and environmental responsibility. 💼 Long-Term Profitability: Sustainable finance shows that businesses can thrive while promoting positive social and environmental impact. 🌟 A New Standard: Investors are shifting focus towards sectors that innovate and commit to sustainability—unlocking both financial success and a better tomorrow. 🌍📈 As more investors recognize the long-term benefits of sustainable practices, we’re witnessing a powerful shift in capital allocation, influencing the global economy for the better. 🌿💸 Let’s invest in a future that is resilient, inclusive, and prosperous for all! 🌍🌟 #Sustainability #Investment #ESG #FutureFinance #ImpactInvesting

I extend my congratulations to CFA Society Istanbul for organizing the Climate Investment Summit’24 and my gratitude for their kind invitation. Sustainable finance is an extremely important topic in terms of creating a better future for our societies. Since finance industry is made up of public and private sector participants, collaboration among the constituents has become crucial for the success of environmentally responsible initiatives. Concentrated & multidimensional measures will help us integrate ESG criteria into investment decisions and create a difference for future generations. #sustainability #ESG #impactinvesting

Exciting developments in sustainable finance! A recent study shows that investments in ESG (Environment, Social, and Governance) funds have outperformed traditional funds in the past year. This indicates a growing trend towards socially responsible investing and highlights the financial benefits of incorporating sustainability criteria into investment decisions. As businesses and investors increasingly prioritize ESG factors, we’re witnessa shift towards a more sustainable and equitable global economy. #ESG #SustainableFinance #Investing

### Unlocking the Potential of Carbon Credits and Sustainable Finance 🌱 The Science Based Targets initiative (SBTi) has released a groundbreaking study on carbon credits, shedding light on their vital role in achieving our sustainability goals. This comprehensive analysis provides investors and businesses with much-needed clarity on how carbon credits can be effectively leveraged within their environmental strategies. In other news, investment consultancy bodies are striving to ease the burden on trustees by shifting away from tick-box sustainability reporting and towards more impactful sustainability measures. This move aims to encourage a more genuine and engaged approach to sustainable investment practices. Furthermore, investors have committed a remarkable $400 million to an emerging markets (EM) transition debt fund. This significant investment underscores the growing commitment to supporting sustainable development and fostering economic growth in emerging markets. #Sustainability #ESG #CarbonCredits #SustainableFinance #Investment #EmergingMarkets