The 2016 Morningstar Investment Conference – Interviews on socially conscious investing with San Lie (Morningstar Benelux) & James Donald (Lazard Asset Management)



I attended the 2016 Morningstar Investment Conference in London and spoke to both San Lie, Director of Manager Research at Morningstar Benelux (the Amsterdam based-branch of the company) & James Donald – Portfolio Manager/Analyst on the Emerging Markets Equity team and Head of the Emerging Markets Group at Lazard Asset Management.

The interviews were conducted as part of Share Radio’s bi-weekly ‘Responsible Investment’ show – whereby we take a closer look at investing in companies in a socially conscious way when it comes to the environment and other key global issues.

Previously I was involved with conducting interviews with Fairtrade organisations, however this edition of the show centered around ESG – for a definition of what that is see below:,_social_and_corporate_governance

Both San Lie and James Donald specialize in analysis of firms in terms of ESG, looking at how they conduct themselves and whether they are a safe bet for investors, though James’ focus lies mostly in emerging market companies in developing nations.

The show also features interviews from Share Radio reporter Matt Cox.


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