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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.  

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  2. How Does Modern Portfolio Theory Take Into Account Sustainability?

How Does Modern Portfolio Theory Take Into Account Sustainability?

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 take into account the rise of ESG integration and sustainable investing.


Jon Lukomnik on LinkedIn: https://www.linkedin.com/in/jon-lukomnik-6164415/


Moving Beyond Modern Portfolio Theory 1st Edition:  https://www.amazon.com/Moving-Beyond-Modern-Portfolio-Theory/dp/0367760827