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The Sustainability Story

The Sustainability Story presented by CFA Institute is an audio interview series of conversations with thought leaders in the world of ESG integration and sustainability. The topics include anything and everything about where finance intersects with environment, governance, sustainability, social, climate change, biodiversity, human capital management, sustainable investing, impact investing, regulations, standards, and more.  Host Matt Orsagh, CFA, CIPM is a senior director of capital markets policy at CFA Institute. His paper, Climate Change Analysis in the Investment Process was named “Best ESG Paper” by Savvy Investor in 2021. In each episode he asks his guests to tell the story of how we got here and where we are going in the journey to financial sustainability. To reach the host email


Aug 18, 2021

The State of Diversity at Public Companies and Boards
We talk with Deborah Gilshan, Advisor, Investment Stewardship & ESG, founder of the 100% Club and author of the report The Ethics of Diversity. She notes that at the current pace, it will take 257 years to achieve global economic gender parity, and stresses the...

Aug 4, 2021

Matt Orsagh, Senior Director, Capital Markets Policy at CFA Institute talks with Jon Lukomnik, co-author of the book “Moving Beyond Modern Portfolio Theory: Investing That Matters”, to explore how one of the major pillars of modern investing and finance, “Modern Portfolio Theory” may need to evolve to better...