Sustainalytics

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Jun 29, 2020 by Tony Davis · said 3 times in 3 episodes since 2020 · across every show →

Mentions by year

brought up most by Tony Davis (1), Lauren Taylor Wolfe (1), James Aitken (1)

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Everything said about Sustainalytics, oldest first

Jun 29, 2020 bearish
Insight
Long-tenured CEOs with poor governance scores often create destructive personal fiefdoms
“We look for companies where the CEO has been in the seat, 15 years or longer, and where NSCI or Sustainalytics gives them a bottom quartile score on governance. And we've just seen over and over in our career that And sometimes the CEO is there because they're…”
Tony Davis Jun 29, 2020 ▶ 43:40 Sustainable Investing 7: Tony Davis – Hedge Fund Perspective at Inherent Group (Capital Allocators, EP.145)
Jul 2, 2020 neutral
Assertion Supported
Higher corporate ESG disclosure leads to greater rating agency dispersion
“His name is George Seraphim, and he actually just put out research that demonstrated the more a company discloses about ESG factors, the greater the dispersion in ratings from folks like MSCI and Sustainalytics.”
Lauren Taylor Wolfe Jul 2, 2020 ▶ 30:10 Sustainable Investing 8: Lauren Taylor Wolfe – Activist Perspective (Capital Allocators, EP.146)
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