Sustainable Munis for Stronger Communities – VanEck – 10.13.21

Overview:
Title: Sustainable Munis for Stronger Communities
Date: Wednesday, October 13, 2021
Time: 1:00 PM Eastern Standard Time
Duration: 1 hour

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Summary:

Now On Demand.

Municipal bonds are bringing the ESG conversation back home by helping to build sustainable communities. In addition to offering built-in tax benefits and historically low default rates1, municipal bonds may now provide investors an opportunity to invest with impact.

Join HIP Investor’s Paul Herman and VanEck’s Tom Butcher and Michael Cohick to a lively discussion on the growing demand for sustainable munis. Learn more about how HIP Investor’s ESG data and ratings are being used to identify investment-grade munis that pass ESG, SDG, and climate threat resilience screens for a sustainable muni portfolio.

Topics will include:

  • Tax-exempt income potential with impact
  • HIP ratings and how they screen ESG factors
  • Sustainable cities and the role muni bonds play

Speakers:
Michael Cohick Michael Cohick Director, Product Marketing VanEck ETFs

Michael Cohick joined VanEck in 2011 and serves as Director of ETF Product Marketing, overseeing and coordinating product marketing strategy and implementation, client segmentation and targeting and client and public relations for the VanEck ETFs. Mr. Cohick also supports the firm’s tax-exempt fixed income and industry equity product lines including product development, strategy and marketing. Prior to joining VanEck, Mr. Cohick served as a Marketing Manager with ING Investment Management. He has appeared in the Wall Street Journal, Barron’s and Bloomberg, and is a frequent speaker and panelist in webinars, videos and industry events. Mr. Cohick holds a BA in Fine Arts from Goucher College and a MA in Strategic Communications from Columbia University.
Paul Herman Paul Herman CEO & Founder HIP Investor

R. Paul Herman, FSA, rates investments on impact, ESG, SDGs, and Climate to pursue positive impact and profit potential. Founded 15 years ago, HIP (Human Impact + Profit) Investor produces and licenses 131,000 impact investment ratings of 10,000 global equities, 120,000 muni bonds, and 1,000 mutual funds and ETFs, including for 401(k) plans. HIP’s clients manage $7 trillion in assets, a portion using HIP’s Ratings. Herman is the author of The HIP Investor book (Wiley, 2010) and co-editor and co-author of the Global Handbook of Impact Investing (Wiley, 2021), both available in print and e-book, and both dedicated to the strong women of the world.

Herman is a graduate of the Wharton School of Finance at the University of Pennsylvania, advised Boards and executives while with McKinsey and Company, found and funded social entrepreneurs at Ashoka.org, and shaped and measured impact investments at eBay founder Pierre Omidyar’s Network. Herman is an advisor to the Sustainability Accounting Standards Board (SASB), and earned the Fundamentals of Sustainability Accounting FSA credential, a lifetime advisor to Net Impact and to Sustainable Brands, and a research fellow of the Global Institute for Sustainable Prosperity.
Tom Butcher Tom Butcher Director of ESG VanEck

Tom Butcher joined VanEck in 2017. He serves as Director of ESG for Van Eck Associates Corporation and is responsible for coordinating the Firm’s initiatives and activities in this area.

Prior to joining VanEck, Mr. Butcher was an independent writer, researcher and consultant focusing, among other things, on strategic materials, in particular metals. Mr Butcher has over 44 years of experience in finance.

Media appearances include the BBC. Mr. Butcher has researched and written for Roskill Information Services and, amongst others publications, for The Crucible, Defense News, Wealth Manager, Hard Assets Investor, Seeking Alpha and The Tatler.

In addition to a number of works on disabilities and disability rights, he is also co-author of Laos: Laos a New Guide and a contributing author of The Critical Metals Handbook.

Mr. Butcher earned MA and BA degrees at the University of Cambridge, England.
U.S. DISCLOSURES FOR FINANCIAL ADVISORS ONLY. NOT FOR DISTRIBUTION TO THE PUBLIC. 1 Source: Moody’s Investor Services Please note that VanEck may offer investments products that invest in the asset class(es) or industries included in this webinar. This material is for informational purposes only. The information presented does not involve the rendering of personalized investment, financial, legal, or tax advice. Certain statements contained herein may constitute projections, forecasts and other forward looking statements, which do not reflect actual results, are valid as of the date of this communication and are subject to change without notice. Information provided by third party sources are believed to be reliable and have not been independently verified for accuracy or completeness and cannot be guaranteed. The information herein represents the opinion of the author(s), but not necessarily those of VanEck. Issuers engaged in environmentally beneficial business lines may be difficult to identify and investments in them maybe volatile. Environmentally-focused investing is qualitative and subjective by nature, and there is no guarantee that the factors utilized by the Adviser or any judgment exercised by the Adviser will reflect the opinions of any particular investor. Information regarding responsible practices is obtained through voluntary or third-party reporting, which may not be accurate or complete, and the Adviser is dependent on such information to evaluate a company’s commitment to, or implementation of, responsible practices. Socially responsible norms differ by region. There is no assurance that the socially responsible investing strategy and techniques employed will be successful. All investing is subject to risk, including the possible loss of the money you invest. As with any investment strategy, there is no guarantee that investment objectives will be met and investors may lose money. Diversification does not ensure a profit or protect against a loss in a declining market. Past performance is no guarantee of future results. VanEck Associates Corporation