Episode 157

full
Published on:

12th Aug 2025

Rethinking stewardship: JANA's Rachel Halpern on balancing returns with responsibility

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
All Episodes Previous Episode

Listen for free

Show artwork for The Greener Way

About the Podcast

The Greener Way
Conversations about people, planet and profit-for-purpose in a complex world, brought to you by the publishers of FS Sustainability.
The Greener Way is your podcast for exploring the big environmental, social and governance questions. Each week, The Greener Way will focus on deep conversations with investment and corporate experts who are deeply engaged in managing the sustainability challenges facing our planet.

From climate change to biodiversity, human rights and modern slavery to corporate purpose and governance, we tackle head-on the nuances and trade-offs of our complicated world.

The Greener Way is the podcast of FS Sustainability, the premier weekly trade publication that covers how investors and companies are changing real world outcomes across environmental, social and governance issues.