Is sustainable investing facing a crossroads in today's market? In this episode, we welcome François Boutin-Dufresne, Managing Partner at Nordis Capital, to delve into the intricacies of sustainable investing. Join us as we discuss Nordis Capital's contrarian approach to ESG investing, focusing on sustainability and non-financial capital. Learn how they navigate the complexities of the industry, from developing proprietary strategies to evaluating raw data for investment decisions. Don't miss this conversation on the future of sustainable investing and how Nordis Capital is leading the way forward.
IN THIS EPISODE
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00:00) Meet François Boutin-Dufresne and Nordis Capital
(
03:32) Understanding Sustainable Investing
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06:36) Facing the Challenges and Criticisms in the ESG Industry
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10:10) Balancing Financial Returns with Sustainability
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15:52) Leveraging Shareholder Advocacy for Positive Change
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18:19) Ensuring Data Fidelity in Sustainability Analytics
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20:48) Integrating ESG Data with Other Types of Data
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24:40) Challenges in Integrating ESG with Investment Strategies
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25:44) Measuring Impact in Public and Private Markets
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28:02) The Landscape of Sustainable Investing in Canada
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30:44) Investing in Energy Transition and the Canadian Market
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32:06) Adapting Investment Strategies for Sustainability
(
34:00) The Future of ESG Investing
Our Guest: François Boutin-Dufresne
François is a recognized expert in sustainable investing and ESG topics. He is currently the Managing Partner at sister companies Nordis Capital and Sustainable Market Strategies which serve a global client base and are focused exclusively on sustainable investing. His beliefs and focus are built on the premise that investors can achieve impact and improve longer term risk-adjusted returns by investing in sustainability megatrends. His deep knowledge of the market is through his experience in Sustainable Market Strategies, an investment research firm that has published over 200 high-quality, in-depth reports covering relevant sustainability topics over the last 5 years.
YOUR HOST, RAVI CHIDAMBARAM
Ravi Chidambaram is the Founder and President of TC Capital, a pan-Asian boutique investment bank based in Singapore that specializes in M&A advisory and growth capital transactions in Asia. It is recognized and awarded as one of the best independent investment banks in the region. He is also Executive Director and Co-founder of Rimm Sustainability, a tech-driven firm, that helps companies and fund managers improve their sustainability reporting and performance. He has been active in sustainability for many years, as an Adjunct Professor in Sustainability at Yale-NUS College and also a board member and investor in several impact ventures.
https://sg.linkedin.com/in/ravichidambaram RIMM SUSTAINABILITY
Rimm which stands for "Real Impact Matters Most" provides intuitive yet comprehensive sustainability tech solutions that assist all companies, whether big or small, with intelligent AI-driven tools for highly accessible and impactful sustainability management, reporting and optimization. Created and led by experts, our solutions revolve around inclusivity and accessibility, focusing on democratizing sustainability for all.
Chat with us to find out more: https://bit.ly/3OTADj9
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ABOUT DEBUNKING ESG MYTHS WITH RAVI
Welcome to Debunking ESG Myths, a podcast where we debunk, demystify and deconstruct some key ESG preconceptions with unfiltered knowledge and data from key experts in the field. I'm Ravi Chidambaram, the CEO and founder of Rimm Sustainability. We're an impact-driven tech company that advocates making sustainability accessible and actionable to all.