Market Narratives

In episode 90, Alex Proimos speaks with Désirée Lucchese, ethics and impact manager at U Ethical.

This episode looks at the sustainability philosophy and praxis. The conversation delves into many questions. How can we create investment frameworks that address inter-generational equity and industrial ecology? Stakeholder capitalism and risk materiality. What risks matter, and in what time frame? Geopolitics, systemic risks and portfolio construction. How much does idiosyncratic risk matter? Can investors reduce systematic risk through fiduciary duty? What does Modern Portfolio Theory miss in terms of unintended risks? Do benchmarks obfuscate sustainability outcomes? Finally, we debate whether climate change is the greatest market failure of all time and the alignment between the market economy and the environment.

Show Notes

At U Ethical, Désirée leads the evolution of the ethical investment framework and active engagement with investee companies, in collaboration with U Ethical’s investment team, key stakeholders and industry peers. Since 1985, U Ethical has developed a reputation for unwavering commitment to ethics-driven performance while contributing the majority of operating surplus to social justice advocacy and community programs. As a certified B Corporation, U Ethical views clients as partners on important ethical matters and does not shy away from holding companies to account for controversial issues

All views expressed on this podcast are subject to change and do not necessarily reflect the views of Conexus Financial. This podcast is for educational purposes only and should not be relied upon as investment advice.

What is Market Narratives?

Market Narratives is a podcast series hosted by Investment Magazine that features unorthodox conversations with thought leaders influencing the world of fiduciary investors.

Investment Magazine is the leading publication for Australia's $3 trillion superannuation industry. It provides trusted news, analysis and editorial on the issues impacting superannuation funds, such as regulation, asset allocation, portfolio construction, governance, as they strive to secure better retirement outcomes for their members.