{"id":53586,"date":"2019-11-17T15:37:09","date_gmt":"2019-11-17T20:37:09","guid":{"rendered":"https:\/\/thedisciplinedinvestor.com\/blog\/?p=53586"},"modified":"2019-11-17T15:37:09","modified_gmt":"2019-11-17T20:37:09","slug":"tdi-podcast-enhanced-fundamentals-through-esg-analysis-637","status":"publish","type":"post","link":"https:\/\/thedisciplinedinvestor.com\/blog\/2019\/11\/17\/tdi-podcast-enhanced-fundamentals-through-esg-analysis-637\/","title":{"rendered":"TDI Podcast: Enhanced Fundamentals Through ESG Analysis (#637)"},"content":{"rendered":"<p>Robbie Miles, CFA on the topic of ESG analysis. A relatively new component of fundamental analysis that looks like it is going to gain popularity.<a href=\"https:\/\/podcasts.apple.com\/us\/podcast\/the-disciplined-investor\/id217999782\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"size-medium wp-image-257 alignright\" title=\"iTunes Subscribe\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2016\/07\/itunes_subscribe3.png\" alt=\"\" \/><\/a><\/p>\n<p>We take a look at why this matters as an analysis tool and how it is being applied.<\/p>\n<p>Plus, an update on the trade war, markets and the economics that matter.<\/p>\n<p><!--more--><\/p>\n<hr \/>\n<p style=\"text-align: center;\"><strong>Environmental, Social and Governance (ESG)<\/strong><\/p>\n<p><a href=\"https:\/\/uk.allianzgi.com\/en-gb\/expert-team-landing\/experts\/robbie-miles\"><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-53587\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2019\/11\/RM-headshot-300x285.png\" alt=\"\" width=\"133\" height=\"126\" \/><\/a><a href=\"https:\/\/uk.allianzgi.com\/en-gb\/expert-team-landing\/experts\/robbie-miles\" target=\"_blank\" rel=\"noopener noreferrer\"><strong>Robbie Miles, CFA<\/strong><\/a> is an ESG analyst with Allianz Global Investors, which he joined in London in 2014. In 2017, Robbie moved to the San Francisco to facilitate the integration of ESG in the US. He has analytical responsibilities on the ESG Research team for the tech, utilities and industrials sectors, with a particular focus on clean technologies. Robbie is responsible for <strong><a href=\"https:\/\/us.allianzgi.com\/individual\">AllianzGI\u2019s<\/a><\/strong> corporate governance and stewardship activity in the US. He is also developing and helping to manage thematic funds. He has eight years of sustainable finance experience. Robbie is a CFA charterholder, qualified as a chartered accountant with PwC and holds a BA in Environment and Business from the University of Leeds.<\/p>\n<hr \/>\n<p style=\"text-align: center;\"><strong><a href=\"https:\/\/money.cnn.com\/data\/fear-and-greed\/\" target=\"_blank\" rel=\"noopener noreferrer\">CNN Fear\/Greed Index<\/a><\/strong><\/p>\n<p style=\"text-align: center;\">Link to watch Andrew on &#8211; <strong><a href=\"https:\/\/www.investors.com\/videos\/how-to-be-a-disciplined-investor-with-these-strategies\/\">Investor Business Daily&#8217;s Podcast<\/a><\/strong><\/p>\n<hr \/>\n<p style=\"text-align: center;\"><a class=\"twitter-follow-button\" href=\"https:\/\/twitter.com\/andrewhorowitz\" data-size=\"large\" data-show-count=\"false\">Follow @andrewhorowitz<\/a><script async src=\"\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script><\/p>\n<hr \/>\n<p style=\"text-align: center;\"><strong>Looking for style diversification?<\/strong> More information on the TDI Managed Growth Strategy &#8211; <strong><a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/tdi-strategy\/\">HERE<\/a><\/strong><\/p>\n<p style=\"text-align: center;\"><strong><a href=\"http:\/\/envestology.com\/envestology-update-webinar-june192019\/\">eNVESTOLOGY Info and Webinar Replay<\/a><\/strong><\/p>\n<p style=\"text-align: center;\"><strong><a href=\"http:\/\/www.triggercharts.com\/webinar-pre-market-rundown-fridays\/\">Friday Pre-Market Run Down Webinar Registration<\/a><\/strong><\/p>\n<hr \/>\n<p style=\"text-align: center;\">Stocks mentioned in this episode: (BAYRY), (TSLA), (FB)<\/p>\n<div class=\"powerpress_player\" id=\"powerpress_player_1983\"><a href=\"https:\/\/media.blubrry.com\/tdi_podcast\/thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode637.mp3\" title=\"Play\" onclick=\"return powerpress_embed_html5a('1983','https:\/\/media.blubrry.com\/tdi_podcast\/thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode637.mp3');\" target=\"_blank\"><img decoding=\"async\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/powerpress\/TDI_PlayPodcast-679.png\" title=\"Play\" alt=\"Play\" style=\"border:0;\" \/><\/a><\/div>\n<p class=\"powerpress_links powerpress_links_mp3\" style=\"margin-bottom: 1px !important;\">Podcast: <a href=\"https:\/\/media.blubrry.com\/tdi_podcast\/thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode637.mp3\" class=\"powerpress_link_pinw\" target=\"_blank\" title=\"Play in new window\" onclick=\"return powerpress_pinw('https:\/\/thedisciplinedinvestor.com\/blog\/?powerpress_pinw=53586-podcast');\" rel=\"nofollow\">Play in new window<\/a> | <a href=\"https:\/\/media.blubrry.com\/tdi_podcast\/thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode637.mp3\" class=\"powerpress_link_d\" title=\"Download\" rel=\"nofollow\" download=\"tdi_episode637.mp3\">Download<\/a> (Duration: 45:10 &#8212; 41.8MB)<\/p><p class=\"powerpress_links powerpress_subscribe_links\">Subscribe: <a href=\"https:\/\/open.spotify.com\/show\/5vtvEVDPUi4221imwhXyXt\" class=\"powerpress_link_subscribe powerpress_link_subscribe_spotify\" target=\"_blank\" title=\"Subscribe on Spotify\" rel=\"nofollow\">Spotify<\/a> | <a href=\"https:\/\/tunein.com\/podcasts\/Markets-and-Investing\/The-Disciplined-Investor-p414586\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_tunein\" target=\"_blank\" title=\"Subscribe on TuneIn\" rel=\"nofollow\">TuneIn<\/a> | <a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/feed\/podcast\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_rss\" target=\"_blank\" title=\"Subscribe via RSS\" rel=\"nofollow\">RSS<\/a> | <a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/subscribe-to-podcast\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_more\" target=\"_blank\" title=\"More\" rel=\"nofollow\">More<\/a><\/p>","protected":false},"excerpt":{"rendered":"<p>Robbie Miles, CFA on the topic of ESG analysis. A relatively new component of fundamental analysis that looks like it is going to gain popularity. We take a look at why this matters as an analysis tool and how it is being applied. Plus, an update on the trade war, markets and the economics that [&hellip;]<\/p>\n<div class=\"powerpress_player\" id=\"powerpress_player_1984\"><a href=\"https:\/\/media.blubrry.com\/tdi_podcast\/thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode637.mp3\" title=\"Play\" onclick=\"return powerpress_embed_html5a('1984','https:\/\/media.blubrry.com\/tdi_podcast\/thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode637.mp3');\" target=\"_blank\"><img decoding=\"async\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/powerpress\/TDI_PlayPodcast-679.png\" title=\"Play\" alt=\"Play\" style=\"border:0;\" \/><\/a><\/div>\n<p class=\"powerpress_links powerpress_links_mp3\" style=\"margin-bottom: 1px !important;\">Podcast: <a href=\"https:\/\/media.blubrry.com\/tdi_podcast\/thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode637.mp3\" class=\"powerpress_link_pinw\" target=\"_blank\" title=\"Play in new window\" onclick=\"return powerpress_pinw('https:\/\/thedisciplinedinvestor.com\/blog\/?powerpress_pinw=53586-podcast');\" rel=\"nofollow\">Play in new window<\/a> | <a href=\"https:\/\/media.blubrry.com\/tdi_podcast\/thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode637.mp3\" class=\"powerpress_link_d\" title=\"Download\" rel=\"nofollow\" download=\"tdi_episode637.mp3\">Download<\/a> (Duration: 45:10 &#8212; 41.8MB)<\/p><p class=\"powerpress_links powerpress_subscribe_links\">Subscribe: <a href=\"https:\/\/open.spotify.com\/show\/5vtvEVDPUi4221imwhXyXt\" class=\"powerpress_link_subscribe powerpress_link_subscribe_spotify\" target=\"_blank\" title=\"Subscribe on Spotify\" rel=\"nofollow\">Spotify<\/a> | <a href=\"https:\/\/tunein.com\/podcasts\/Markets-and-Investing\/The-Disciplined-Investor-p414586\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_tunein\" target=\"_blank\" title=\"Subscribe on TuneIn\" rel=\"nofollow\">TuneIn<\/a> | <a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/feed\/podcast\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_rss\" target=\"_blank\" title=\"Subscribe via RSS\" rel=\"nofollow\">RSS<\/a> | <a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/subscribe-to-podcast\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_more\" target=\"_blank\" title=\"More\" rel=\"nofollow\">More<\/a><\/p>","protected":false},"author":1,"featured_media":53593,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[9,296],"tags":[482,297],"class_list":["post-53586","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-podcasts","category-shownotes","tag-podcasts","tag-show-notes","et-has-post-format-content","et_post_format-et-post-format-standard"],"acf":[],"_links":{"self":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts\/53586","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/comments?post=53586"}],"version-history":[{"count":8,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts\/53586\/revisions"}],"predecessor-version":[{"id":53596,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts\/53586\/revisions\/53596"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/media\/53593"}],"wp:attachment":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/media?parent=53586"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/categories?post=53586"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/tags?post=53586"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}