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Rethinking stewardship: JANA's Rachel Halpern on balancing returns with responsibility
Episode 15712th August 2025 • The Greener Way • FS Sustainability
00:00:00 00:16:09

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In this episode of 'The Greener Way,' host Michelle Baltazar chats with Rachel Halpern, head of sustainability at JANA Investment Advisors, about the pivotal role asset consultants play in the evolving landscape of institutional investment.

They discuss the integration of ESG themes, debunk the misconception around sustainable investing hurting returns, and explore key investment trends.

Rachel also shares insights on how regulatory requirements and improved data could shape future investment profiles.

01:39 JANA's approach to sustainable investing

02:26 Key investment themes and trends

05:23 Impact of climate and biodiversity risks

08:35 Role of asset consultants 

09:56 Upcoming investment conference

11:26 Case study: Orica



This podcast uses the following third-party services for analysis:

OP3 - https://op3.dev/privacy

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