How Does Modern Portfolio Theory Take Into Account Sustainability?

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

Om Podcasten

The Sustainability Story features intimate conversations with thought leaders from the world of ESG investing and sustainability. The topics include anything and everything about where finance intersects with the environment, governance, society, climate change, biodiversity, human capital management, regulations, standards, and more. Now reimagined with three hosts, each focused on a unique aspect of the investment industry, we will continue to tell the story of where we are going in the journey to financial sustainability. To reach our hosts regarding sustainability-related topics: Deborah Kidd at Deborah.Kidd@cfainstitute.org for investment analysis and portfolio management and Nicole.Gehrig@cfainstitute.org for capital markets and standards.