ESGThe NeuGroup Insights Interview
May 20, 2022

NeuGroup’s Strategic Finance Lab Podcast, Episode 4: ESG Investing: An Interview with Marina Severinovsky of Schroders

Step into a lab where innovation and digital transformation empower senior finance executives to become true strategic partners. Investors who don’t acknowledge that countries and companies are decarbonizing as they commit to net-zero emission goals will find themselves on the “wrong end of a massive flow of capital.” That pragmatic approach to sustainable investing is among the insights you’ll hear in this podcast featuring Marina Severinovsky, Head of Sustainability for North America at Schroders. In an interview with Nilly Essaides,…
ESG
March 17, 2022

NeuGroup’s Strategic Finance Lab Podcast, Episode 1: Finance and ESG Reality

Step into a lab where innovation and digital transformation empower senior finance executives to become true strategic partners: Nilly Essaides interviews Stephen Ferguson from The Hackett Group on the role of finance leaders in ESG initiatives. NeuGroup is launching the Strategic Finance Lab podcast by zeroing in on the need for finance leaders to take a comprehensive approach to helping corporations make good on achieving their net-zero carbon reduction goals and ESG metrics. The pressure companies are feeling now will…
D&IESGNeuGroup News
January 13, 2022

Ripples Into Waves: Progress with ESG, D&I and Impact Investing

NeuGroup members using corporate balance sheets to help companies do good continue to up the ante. HP treasurer Zac Nesper has a trending post on LinkedIn promoting an interview he did with Global Finance about HP’s award-winning sustainability bond framework. In the post and the interview, Zac is kind enough to cite a discussion he led in November at a NeuGroup for Tech Treasurers (aka Tech20) meeting with Joachim Wettermark, treasurer of Salesforce, the first software company to issue a…
November 11, 2021

Maximizing Short Duration Strategies with Long Term ESG Goals

About this meeting DWS joins NeuGroup Network members to discuss the implementation of short duration portfolio strategies that align with enterprise-wide environmental, social and governance goals. Tactical solutions and the pros and cons of various approaches will be weighed before participants breakout into smaller groups to discuss: applying the appropriate parameters to your ESG strategy; defining KPIs and measuring ROI; and selecting investment vehicles. About this Peer Group NeuGroup formed the ESG Working Group in 2020 as a result of…
September 16, 2021

Real Life ESG Engagement Journey – Value, Process and Solutions

About this meeting The participants of the session will hear first-hand of the engagement journey of an automobile leader and learn how Federated Hermes investment teams use this engagement intelligence to enhance their investment decisions and, ultimately, pursue better outcomes for investors. The EOS team members at Federated Hermes are subject matter experts on topics such as climate change, human capital management, sustainable supply chains, and corporate governance. They seek to both drive positive change and mitigate risk through the…
August 11, 2021

Credit Rating Perspectives on ESG with MUFG

About this meeting In this month’s regular meeting of the ESG Working Group, NeuGroup members plan to cover two topics: NeuGroup ESG working group members have discussed ESG risk ratings and how they fit within traditional ratings with guest firms including Sustainalytics, Deloitte, SocGen and others. In this session, Hailey Orr (Director, Capital Market Strategist) at MUFG and her colleagues will discuss the recent MUFG white paper “Credit Rating & Accounting Perspectives on ESG,” and facilitate an informal discussion on…
July 9, 2021

To What Extent Can ESG Become A Proxy For Traditional Financial Analysis?

About this meeting Financial markets clearly aspire to integrate ESG into decision-making much more systematically – but ESG factors themselves are by design non-financial.   So how is ESG actually affecting financial analysis, and how should it?   When we look carefully at the intersection of ESG and financial analysis tools, what do we actually see? NeuGroup will facilitate this session in which Societe Generale will share its experience and observations, with members adding their experience around: How are issuers, investors, equity…
July 9, 2021

Investor & Issuer Sentiment Towards ESG Assessments

About this meeting Part 1 – The New Differentiator (20 Minutes followed by 15 minutes of Q&A) Lead by Erin Boeke Burke, Director & Lead Analyst, Sustainable Finance, S&P Global Ratings S&P Global Ratings provides a number of types of opinions on the ESG characteristics of entities. This session will focus on the ESG Evaluation, a comprehensive look at the environmental, social, and governance strategy and performance of an entity, as well as its ability to prepare for future risks…
June 7, 2021

The “Why or Why Not” of Sustainable Finance with SocGen

About this meeting As the North American sustainable finance market continues to find its stride, Treasury teams are asked to evaluate the appropriateness of issuing loans and bonds with sustainable features (whether green, social, sustainable, or KPI-linked).  Sustainable finance has not yet become a “new normal”, but the market is changing fast, and with it, the need to understand what makes sense and what doesn’t, and what transactions or circumstances will create the right intersection of needs between issuers, lenders,…
May 17, 2021

D&I Panel Discussion with MDIs / CDFIs

About this meeting NeuGroup has introduced corporate treasury leaders to several leading intermediary firms (including CNote, the Intrafi Network, the FDIC, NAIC, and others) that aim to make navigating the process of supporting Minority Deposit Institutions (MDIs) and Community Development Financial Institutions (CDFIs) simpler and more efficient.  This session offered a chance to interact directly with the banks deploying the funds on the front lines to get a better context on how they can best be supported. With member help,…