Sustainability Wired

🌍 Can finance deliver climate action, or is it time to rethink the system? Amidst political headwinds and rising regulatory risks, the 1.5 °C target is slipping further out of reach. At the same time, the credibility of climate commitments is under scrutiny, prompting investors to recalibrate their approach. In this episode of Sustainability Wired, Clarity AI’s Chief Sustainability Officer Lorenzo Saa speaks with Nico Fettes, Head of Climate Research at Clarity AI, to examine the shifting climate finance landscape. They explore whether markets, policy, and technology can align to drive real impact.They explore: ✅ Why financial markets alone can’t drive systemic change without strong policy support ✅ Why the 1.5 °C goal is still scientifically essential and shouldn’t be abandoned ✅ How investors are focusing more on near-term physical risks and resilience strategies ✅ How AI is helping assess the credibility of transition plans at scale🎧 Tune in to hear how institutional investors can strengthen their climate strategies and why thoughtful AI use may help separate real action from noise.🔗 Follow Clarity AI for more insights: https://www.linkedin.com/company/clarity-ai

In this compelling episode of Sustainability Wired, Lorenzo Saa is joined by Dario Mangilli, Head of Sustainability at Impact SGR, to explore how sustainable and impact investing must evolve for a world facing accelerating climate impacts, geopolitical instability, and a post-ESG landscape.Building on a conversation sparked at a conference in Milan, Lorenzo and Dario unpack what it means to invest in what he calls a “disaster economy”, a world where physical climate risks are arriving earlier than expected, traditional ESG frameworks are losing relevance, and investors are being pushed toward a more thematic, impact-driven approach.Dario offers a unique perspective shaped by his climate policy background, academic training, and hands-on work designing listed impact strategies. Together, they discuss how to scale impact beyond niche allocations, why systemic impact investing is urgently needed, and how structural trends, from energy security to demographics and AI, will determine where capital must flow next.Key topics include:✅️ Impact investing at scale: Why limiting impact to 0.5–1% of pension fund portfolios is no longer viable.✅️ ESG is over: Why generalist ESG frameworks fail—and how thematic, impact-focused strategies can replace them.✅️ Climate risk underestimated: Satellite data showing physical risks arriving a decade earlier than models predicted.✅️ Energy security & the Green Deal: How Europe “sold it wrong” and why sustainability must be framed around affordability and competitiveness.✅️ Regulation that works vs. noise: SFDR, SFDR 2.0, labels, and why disclosure alone won’t drive capital.✅️ Systemic impact approach: Applying intentionality, measurability, and impact limits across listed strategies.✅️ AI as a structural trend: Power demand, cooling constraints, stretched valuations, and why AI could be a massive net positive—with guardrails.✅️ Defense, mispriced sectors, and the future of sustainability narratives.Whether you're an investor, policymaker, or sustainability leader, this episode offers a bold rethinking of how we need to invest, financially and ethically, for a world that is already changing faster than expected.🎧 Listen now to understand how impact investing can become a systemic, future-proof investment paradigm.Key Moments:00:01 - Lorenzo sets the frame: investing in a “disaster economy”02:22 - Dario’s path into sustainability & listed impact investing05:26 - Why impact must scale beyond private markets16:22 - The post-ESG shift: thematic investing as the new sustainable framework19:10 - Climate risks arriving faster than expected21:15 - Structural trends reshaping markets27:52 - Regulation that drives capital vs. regulation that drives compliance35:55 - A new operating model for sustainable investing42:38 - AI as a structural force, and a sustainability challenge47:40 - Art, metaphors & quickfire insights51:31 - Closing: Investing for a rapidly changing world📩Like, comment, and subscribe to stay up to date on sustainability, AI, and the evolving role of technology in finance.

In this thought-provoking episode of Sustainability Wired, Lorenzo Saa is joined by Alex Rayón, Chief Executive Officer of Brain & Code, to explore the real opportunities – and urgent challenges – posed by artificial intelligence in sustainable finance.From AI’s staggering energy demand to its risks of bias, opacity, and concentration of power, Lorenzo and Alex go beyond the hype to unpack what responsible AI truly means for investors, businesses, and society.Alex, a PhD in Computer Science and early researcher in neural networks, brings a rare perspective – one that spans both the technical foundations of AI and its ethical, environmental, and economic implications. Together, they explore how sustainability and AI must evolve together if we’re to unlock innovation without losing our humanity.Key topics include: ✅️ AI’s limits and human value: What machines can’t do – and how we must redefine our work ✅️ Governance and risk: From cybersecurity to copyright, what businesses can’t afford to ignore ✅️ The hidden cost of AI: Why today’s prices don’t reflect the true energy and environmental impact ✅️ Data and bias: Why the problem isn’t AI itself, but the data we feed it ✅️ Education and the future of work: How the next generation must be trained for an AI-augmented world ✅️ Concentration and regulation: Can the EU’s approach balance innovation and ethics?Whether you’re an investor, policymaker, or technologist, this conversation offers a refreshingly honest take on how AI can empower – but also endanger – the path to sustainable growth.🎧Listen now to hear the full conversation.Key Moments: 00:00 – Introduction by Lorenzo Saa 02:12 – How Alex’s AI journey began – and its link to sustainability 05:14 – The real business, individual, and societal risks of AI 08:22 – Why cybersecurity is the new frontier 10:05 – Copyright, data ownership, and the myth of “inspiration” 12:21 – Explainability vs. trust: Can we still use what we don’t fully understand? 14:36 – AI’s environmental cost and the illusion of cheap compute 17:55 – Smarter models, cleaner data, and corporate responsibility 20:16 – Can AI reduce or reinforce bias? 22:28 – Cultural blind spots and the dominance of Western data 24:00 – Are we outsourcing our intelligence? The risks of cognitive offloading 25:46 – The next generation and the changing nature of work 27:47 – Concentration of power: Big Tech, big risks 29:52 – EU vs. US regulation: Two worlds, one technology 31:37 – AGI and the myth of machine consciousness 34:37 – The net impact of AI: Positive, but only if it complements us 36:48 – The art of sustainability 37:36 – Alex’s final message: Engage responsibly, stay informed 38:12 – Quick-fire questions 39:49 – Closing thoughts and credits📩 Like, comment, and subscribe to stay up to date on sustainability, AI, and the evolving role of technology in finance.

In this timely episode, Lorenzo Saa sits down with Wendy Cromwell, Vice Chair and Head of Sustainable Investment at Wellington, to unpack the case for climate adaptation across public and private markets.Starting from the now-famous “basis points vs. RCP scenarios” story with Woodwell Climate Research Center, Wendy explains how investors and scientists can bridge languages to price physical climate risk and fund real solutions. From data gaps to the tension between decarbonisation and resilience, this is a practical guide to investing for a world already experiencing heat, drought, wildfire, hurricanes, floods, water stress, and sea level rise.Key topics include: ✅ The adaptation imperative: why mitigation alone isn’t enough through 2040–2050 ✅ Turning science into basis points: Wellington’s CERA tool and the seven perils framework ✅ Public markets for adaptation: solution providers in HVAC, generators, engineering, water, pest control, and health care ✅ Location, location, location: why disclosure of physical sites and supply chains is essential ✅ Risk in practice: issuers, municipals, securitized, and the floodplain factory example ✅ Tech enablement: NLP for idea sourcing and AI tools for supply-chain transparency ✅ Policy and markets: how asset-owner mandates and COP can elevate adaptation metricsWhether you manage equities, credit, munis, or multi-asset, this episode shows how to assess physical risk, price resilience, and back companies that help society survive—and thrive—in a changed climate.🎧 Listen now for concrete ways to integrate adaptation into real portfolios.Key Moments: 00:00 – The “basis points vs. RCP scenarios” story 01:04 – Why adaptation belongs alongside mitigation 03:14 – Wendy’s path to sustainable investment leadership 07:50 – Why physical risk was neglected, and the Woodwell partnership 11:40 – The tension: decarbonisation targets vs. adaptation investments 14:31 – Inside CERA, the Climate Exposure Risk Application 16:49 – From risk to opportunity: identifying adaptation solution providers 20:25 – What counts as an adaptation company 22:41 – Case study: a $2B plant in a floodplain 24:02 – Advocating for disclosure of physical locations 26:59 – How AI and NLP support adaptation investing 28:34 – Call to action: fund solutions and assess risk 36:32 – Playing climate with both hands: mitigation and adaptation📩 Like, comment, and subscribe to stay current on adaptation, mitigation, and sustainable investing trends.

💰 Everyone’s talking about climate ambition. But who’s designing the systems to actually deliver it?In this episode of Sustainability Wired, Lorenzo Saa speaks with Dan Ioschpe, Brazil’s Climate High-Level Champion for COP30. Drawing from decades in the private sector, Dan outlines how COP30 is being shaped not by slogans or new pledges—but by a detailed, globally coordinated architecture for action.From financing roadmaps and carbon market regulation to the Tropical Forest Forever Fund, Dan breaks down the concrete mechanisms being built to turn climate goals into scalable outcomes. He also shares what this means for institutional investors—and why now is the time to engage, not retreat.They explore:✅ The three biggest financial outcomes to watch at COP30✅ Why Brazil isn’t proposing new pledges—and how that enables real progress✅ How the Action Agenda is built around 30 clear objectives, not abstract commitments✅ What makes the Tropical Forest Forever Fund (TFF) different from traditional climate finance✅ Why AI and data infrastructure will be critical to emerging market transition pathwaysKey Moments:00:00 - Introduction01:56 - Dan’s private-sector background and how he became a COP30 Climate Champion04:44 - What the High-Level Champion actually does and why it matters07:46 - Is COP still useful after 30 years?09:56 - What investors should and shouldn’t expect from COP3014:17 - Climate finance: roadmap to $1.3T, carbon credits, and the TFF17:58 - How the TFF ties forest preservation to long-term funding20:13 - Why COP30 will focus on existing initiatives, not new pledges26:42 - Should investors attend COP30?31:39 - The role of AI and Infrastructure in Brazil’s Climate Strategy35:50 - Why continuity—not headlines—is the biggest potential win of COP3037:08 - The art of sustainability38:07 - Rapid fire questions40:53 - Closing statements📩 Like, comment, and subscribe to stay plugged into the systems and strategies shaping sustainable finance.

In this candid and wide-ranging conversation, Lorenzo Saa sits down with James Gifford and Fiona Reynolds—former Chief Executive Officers of the Principles for Responsible Investment (PRI)—to reflect on the state of sustainable investing amid today’s headwinds. With the PRI celebrating its 20th anniversary, this episode explores whether the organization still meets the needs of institutional investors, or whether it must radically evolve.James and Fiona don’t hold back. They critique EU regulation, question the compliance-heavy trajectory of ESG, and challenge the PRI to pivot from advocacy to collaborative investment. They also weigh the promises and pitfalls of artificial intelligence in the sustainability space—especially in emerging markets.Key topics include:✅️ The ESG backlash: Why it happened, what’s fair, and what’s next✅️ Regulation fatigue: Has sustainable investing become a box-ticking exercise?✅️ PRI’s evolution: Should it focus on frameworks or on helping investors deploy capital?✅️ AI’s role: Can it drive innovation or will it amplify the risks?Whether you're an asset owner, asset manager, or sustainability leader, this episode offers hard-hitting insights on what’s broken in the system—and what must change.🎧 Listen now to hear the full conversation with two industry pioneers who helped build the sustainable finance movement.Key Moments:00:00 – Intro by Lorenzo Saa01:46 – Introduction to Fiona Reynolds and James Gifford05:25 – ESG backlash10:16 – ESG has become a compliance industry15:07 – Is regulation hurting more than it helps? 23:12 – What resilience looks like27:15 – The Principals for Responsible Investing at 20: Should it continue?33:31 – Collaboration on policy and investment36:23 – Rewriting the PRI principles45:14 – Can AI help investors close the gap between ambition and action?52:01 – What gives James and Fiona hope for the future of sustainable investing?53:02 – The Art of Sustainability📩 Like, comment, and subscribe to stay up to date on sustainability, AI, and investing trends!

🔎 Is stewardship still delivering results, or just dialogue? As investor engagement on environmental and social issues faces political pushback and legal risks, investors are rethinking what effective stewardship looks like in a more demanding and skeptical environment. In this episode of Sustainability Wired, Clarity AI’s Chief Sustainability Officer Lorenzo Saa speaks with Valeria Piani, Chair of the Climate Action 100+ Steering Committee and Head of Stewardship at Phoenix Group. They explore what’s next for stewardship and whether it can still drive meaningful change.They discuss:✅ Why outcomes, not activity, must define effective stewardship✅ How Climate Action 100+ is adapting to maintain relevance and credibility✅ The power of trust-based relationships and “click moments” in company engagement✅ How AI can streamline research and oversight without replacing human judgment🎧 Tune in for a candid conversation on the future of active ownership and stewardship.🔗 Follow Clarity AI for more insights: https://www.linkedin.com/company/clarity-ai

Sustainability is facing growing headwinds. Political pushback, regulatory uncertainty, and questions around performance are driving skepticism and, in some cases, retreat. Meanwhile, investors are being asked to do more with less, navigating complexity, nuance, and tradeoffs in their sustainable strategies.Can AI help investors cut through the noise? And how can the industry rebuild trust in the value of sustainable investing?In this episode of Sustainability Wired, Clarity AI’s Chief Sustainability Officer, Lorenzo Saa, sits down with Alex Edmans, Professor of Finance at London Business School and author of Grow the Pie, to unpack the forces reshaping sustainable investing and what can be done about them.They explore: ✅ Why some pushback on sustainability is justified and how the industry can respond ✅ The risks of black and white thinking around climate and net zero ✅ How investors can apply nuance and tradeoff thinking in their portfolios ✅ Why AI is useful, but no substitute for human judgment in sustainable investing ✅ The future of diversity, equity, and inclusion strategies for driving long-term valueWatch now to learn why nuance, evidence, and transparency—not slogans—will define the next phase of sustainable investing.🔗 Follow Clarity AI for more insights: https://www.linkedin.com/company/clarity-ai 📌 Key Moments: 00:00 – Introduction 01:00 – Sustainable Investing Facing Headwinds 02:31 – Introduction to Alex Edmans 05:10 – Why Is There a Sustainability Backlash? 08:29 – Decoding the Research on Sustainability 12:10 – Getting Sustainability Terms Right 17: 04 – Net Zero Targets Need a New Perspective 21:00 – Nuance vs. Black & White Thinking 24:30 – Merit and Diversity in Hiring 29:56 – Finding Hidden Signals of Alpha 36:12 – Can AI Address Sustainability Challenges? 38:30 – Rapid Fire Questions 40:00 – The Art of Sustainability 44:40 – Closing Remarks📩 Like, comment, and subscribe to stay up to date on sustainability, AI, and investing trends!#SustainabilityWired #SustainableInvesting #NetZero #AI #ResponsibleInvesting #ClarityAI

🤖 Can artificial intelligence solve sustainable finance’s biggest problems? From data overload to regulatory fatigue, ESG investors are stretched thin. But what if AI could change that?In this episode of Sustainability Wired, Clarity AI’s Chief Sustainability Officer, Lorenzo Saa, sits down with Neil Brown, Head of Equities at GIB Asset Management, to explore how AI is transforming investment research, reporting, and performance.They discuss:✅ How AI can reduce ESG data chaos—and why that matters✅ The tools Neil uses to speed up investment decisions✅ Whether AI can help unlock alpha in sustainable portfolios✅ The role of AI in regulatory compliance and client reporting✅ The risks: bias, explainability, and the Jevons paradox✅ Why “drinking from the firehose” might actually be a good thingWatch now to hear how one investor is using AI to enhance sustainable decision-making and why getting ahead matters before AI becomes the new normal.🔗 Follow Clarity AI for more insights: https://www.linkedin.com/company/clarity-ai📌 Key Moments:00:00 - Introduction00:49 - How AI is powering sustainable investing02:40 - Introduction to Neil Brown05:35 - Can AI add value to investment decision-making?08:20 - How Neil is using AI in investment research10:12 - The exponential power of AI11:23 - How companies are leveraging AI for better reporting14:30 - AI and the data paradox: too much data or not enough?18:43 - How AI is solving for data gaps21:03 - Solving reporting and compliance burdens with AI24:57 - Can AI tools improve performance?27:09 - Responsible AI governance in asset management29:35 -Rapid fire questions31:25 - The art of sustainability34:29 - Closing commentary📩 Like, comment, and subscribe to stay up to date on sustainability, AI, and sustainable investing trends!

🌍 How much is nature worth? According to the World Bank, nearly 50% of global GDP relies on nature, yet biodiversity and ecosystems continue to be degraded at an alarming rate. Meanwhile, the UN estimates that $8.1 trillion is needed by 2050 to address the biodiversity crisis. However, despite growing awareness, investment in nature remains slow.In this episode of Sustainability Wired, Clarity AI’s Chief Sustainability Officer, Lorenzo Saa, sits down with Rose Easton, a veteran in responsible investment, to unpack the barriers preventing greater action. They explore: ✅ Why biodiversity has long been overshadowed by climate concerns ✅ The 3 key barriers holding investors back ✅ Whether 2025 could finally be the year of nature ✅ The role of TNFD and regulations in driving action ✅ The $8.1 trillion biodiversity investment gap—and why need ≠ opportunityWatch now to learn how investors can move beyond risk awareness and take meaningful action before the financial costs of inaction become too great to ignore.🔗 Follow Clarity AI for more insights: https://www.linkedin.com/company/clarity-ai📌 Key Moments: 00:00 – Introduction 01:35 – Biodiversity: The Ugly Duckling of Sustainable Investing 03:11 – Meet Rose Easton 06:11 – 2025: The Year of Nature?11:17 – 3 Barriers Holding Investors Back 14:10 – The $8.1 Trillion Biodiversity Investment Gap 18:14 – Will Regulations & TNFD Push Investors to Act? 22:25 – Rapid Fire: The Future of Biodiversity 24:10 – The Art of Sustainability 29:18 – Closing Remarks📩 Like, comment, and subscribe to stay up to date on sustainability, AI, and ESG investing trends!