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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


May 25, 2022

We talk with John Hoeppner, Head of US Stewardship and Sustainable Investments at LGIM America. We discuss investor stewardship and the state of engagement with public companies around ESG issues. We talk about the impact of these engagements, what we see as burgeoning issues in the ESG world and the differences in...

May 11, 2022

We talk with Sandy Peters, CPA, CFA, Senior Head, Global Advocacy, CFA Institute and Wes Bricker, Vice-Chair – US Trust Solutions Co-Leader at PwC. We discuss the SEC’s proposed rules about climate-related disclosure and how they will impact investors and companies. We talk about the financial disclosures...