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NAPA Podcasts

About the Turning Stones Podcast Series:

ESG – environmental, social and governance – focused investing has proven to be one of the more controversial – and yet least understood – approaches to investment management, particularly as it relates to American retirement plans.    In this exclusive podcast series Nevin Adams, Chief Content Officer of the American Retirement Association will explore some of the key aspects with the help of  Sudhir Roc-Sennett – better known as “Suds” - Head of Thought Leadership & ESG Quality Growth Boutique Vontobel Asset Management.

If you like these episodes and would like to read more in-depth analysis of the issues tackled here -- as well as other important ESG issues within and beyond the investing sphere – we invite you to check out the full library of Vontobel’s Turning Stones Blog here.


Episode 01 - Turning Stones: A Thoughtful Approach to Understanding ESG (Now Available)

ESG is often thought of in the same framing as socially responsible investing, or SRI.  While there are some potential overlaps in focus, ESG is different - and arguably very different.  In this episode we'll explore some of those differences, and the difference they make in considering investments.  Beyond that, ESG funds/approach can differ widely as well - and we'll discuss what those differences are, and why they matter.

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Episode 02 - A Skeptic's ESG "Journey" (Now Available)

ESG is a broad, sweeping construct, and in its most comprehensive form touches on a wide variety of elements essential to corporate governance, sustainability, and returns.  But there are skeptics, if not to the efficacy of the focus, to its impact on portfolios.  While individuals come to this understanding in many different ways, and from many different perspectives, in this episode we explore one path to a realization of what this focus means in the real world of investing.

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Episode 03 - Demystifying Diversification (Now Available)

Investment management 101 tells us not to put all our eggs in one basket.  Why should our approach to management and board composition be any different?

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Episode 04 - A Moving "Target" (Now Available)

In sports its said that you can't tell the players without a scorecard - and when it comes to investing, you need a scorecard as well.  In this episode, we'll discuss the differences in approach, how that influences your choice of benchmarks, and how to best benchmark options in a dynamic market environment.

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This podcast was produced by one or more companies of the Vontobel Group (collectively "Vontobel"). Information provided for general informational and/or marketing purposes only and should not be viewed as an indicator of the performance or investment profile of any investment product or service. Nor does it constitute an offer, solicitation or recommendation to buy or sell any investment instruments, to effect any transactions or to conclude any legal act of any kind whatsoever. The discussion of any companies in this podcast is for illustrative purposes only and were selected based on topics related to our ESG research. The investments identified and described do not represent all of the investments purchased or sold for client accounts. There is no assurance that the adviser will make any investments with the same or similar characteristics as any investments presented. The reader should not assume that an investment identified was or will be profitable. There is no assurance that any investments identified will remain in client accounts at the time you receive this document.

Environmental, social and governance (“ESG”) investing and criteria employed may be subjective in nature. The considerations assessed as part of ESG processes may vary across types of investments and issuers and not every factor may be identified or considered for all investments. Information used to evaluate ESG components may vary across providers and issuers as ESG is not a uniformly defined characteristic. ESG investing may forego market opportunities available to strategies which do not utilize such criteria. There is no guarantee the criteria and techniques employed will be successful. Unless otherwise stated within the strategy's investment objective, information herein does not imply that the Vontobel strategy has an ESG-aligned investment objective, but rather describes how ESG criteria and factors are considered as part of the overall investment process. Diversification does not assure a profit or protect against loss.

This material does not constitute specific tax, legal, or investment advice to, or recommendations for, any person. The views and opinions herein are those of Vontobel and may change at any time and without notice. Past performance is not a reliable indicator of current or future performance. Some of the information provided may contain projections or other forward-looking statements regarding future events or future financial performance of countries, markets and/or investments. These statements are only opinion and actual events or results may differ materially. Vontobel reserves the right to make changes and corrections to the information and opinions expressed herein at any time, without notice.

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