The Permanent Wealth Podcast 04: Jean-Marc Routier of BlackRock

Explicit content warning

04/08/21 • 37 min

My discussion today is with Jean-Marc Routier, Product Strategist at BlackRock. Emerging Market equities. ESG for Active Equities

The unique aspect about Jean-Marc is he has an inside view on how the largest asset manager in the world – BlackRock – is making decisions around ESG that impact their entire funds business. This funds business has $8.2 Trillion under management which is larger than Germany’s GDP for reference.

In a fascinating and really insightful conversation, Jean-Marc and I cover the following:

How pursuing an ESG objective will provide a significant advantage for all asset managers

The underlying factors that currently make up the perfect storm for ESG assets.

Why BlackRock decided to remove Coal companies from all their active funds from last year. And what they will be doing this year.

How the largest company in the world just added ESG to their CEOs KPI for the year.

And make sure to listen to the end, where Jean-Marc defines the important difference between companies that “Do Good” and others that “Do No Harm” and the implications for investing in either.

I hope you enjoy my discussion with Jean-Marc Routier

My discussion today is with Jean-Marc Routier, Product Strategist at BlackRock. Emerging Market equities. ESG for Active Equities

In a fascinating and really insightful conversation, Jean-Marc and I cover the following:

How pursuing an ESG objective will provide a significant advantage for all asset managers

The underlying factors that currently make up the perfect storm for ESG assets.

Why BlackRock decided to remove Coal companies from all their active funds from last year. And what they will be doing this year.

How the largest company in the world just added ESG to their CEOs KPI for the year.

I hope you enjoy my discussion with Jean-Marc Routier

Previous Episode

The Permanent Wealth Podcast 03: Simon Bowen of Models Method

Today we’re going off on a slightly different path.
My discussion today is with Simon Bowen. Founder of Models Method – a firm that helps professionals explain their complex services through drawing simple models or diagrams.
The unique aspect about Simon is the way he describes the underlying behavioural psychology of why drawing models or diagrams resonates with so many people.
In a way, it is simply working out what you do well – then finding an easy way to describe that to people. Sounds simple, but in practice much more difficult.
In a fascinating and really insightful conversation, Simon and I cover the following:
- How every person who serves a client can use simple models to explain their service proposition
- Why drawing models is the most ethical form of sales
- The in-built resistance we all have to change and how to turn that around to benefit the client
And make sure to listen to the end, where Simon shares a personal story on how simply drawing models was able to help a teenager who was going off on the wrong track.
This is a highly visual discussion and may be better enjoyed on video. It is also available at https://vimeo.com/520865049#
I hope you enjoy my discussion with Simon Bowen of Models Method.

Next Episode

The Permanent Wealth Podcast 05: Elena Todorova

Today I’m joined by Elena Todorova – superstar mortgage broker and fount of knowledge on everything property and mortgages.
In today’s episode Elena and I discuss the following
- How mortgage rates continue to come down and show no sign of stopping at this point
- The bottle-neck impact of the cut in Stamp Duty
- A surprising anecdote about central London commercial rates (going higher!)
- The best deals available at the moment for both residential and BTL mortgages
And make sure to listen to the end where Elena explains whether Buying Agents are worth using for certain buyers.
I hope you enjoy my discussion with Elena Todorova.