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Marlo Oaks Utah State Treasurer talks ESG

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Join our host Senator John D. Johnson and his guest Utah State Treasurer Marlo Oaks. The discussion centers around ESG (environmental, social and governance) scores.

Treasurer Marlo Oaks spent 17 years overseeing multi-billion-dollar portfolios, first at Farmers Insurance Group in Los Angeles (15 years, $24 billion) and then at Intermountain Healthcare (2+ years, $7.5 billion) in Salt Lake City. He oversaw the Treasury function at Intermountain, along with all the community portfolios, including Primary Children’s Hospital Foundation. He has experience managing foundation, endowment, healthcare/hospital system, insurance, defined benefit (pension), defined contribution (401K), taxable, and tax-exempt portfolios, including manager searches, due diligence, risk management, asset allocation, investment strategy, investment policies and guidelines, and reporting to senior executives and boards of investment committees.

Mr. Oaks speaks out often concerning Environmental, Social, and Governance (ESG) scores use economic force to drive a political agenda through corporate America. Arguably, no one outside the Federal Government has more power, and few people outside the industry know what’s going on.

Marlo recently joined Glenn Beck to discuss his fight against ESG scores in companies. 

Marlo in the Press

The Glenn Beck Program: Guest Marlo Oaks on ESG

May 16, 2022

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State Pension Funds Gamble Workers’ Retirement On ESG

APRIL 15, 2022

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ESG Credit Indicators – State of Utah

May 3, 2022

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Utah Blasts S&P for ‘Politicized’ State ESG Indicators

April 22, 2022

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Utah Treasurer Marlo Oaks Statement: Congressional Delegation, State Officials Send Letter Blasting S&P Global for Publishing ESG Credit Indicators

April 21, 2022

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Utah smart to reject S&P’s imposition of state ESG metrics, now other states need to join them

April 21, 2022

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Utah leaders object to ‘environmental, social, governance’ ranking system

APRIL 21, 2022

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ESG Credit Indicators – State of Utah

APRIL 21, 2022

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AG Statement: Utah Letter Blasts S&P on ESG Ratings

APRIL 21, 2022

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Utah Leaders ‘Categorically Object’ to ‘Dubious’ S&P Woke Climate ESG Activism

APRIL 21, 2022

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Attorney General Sean Reyes, State Treasurer Marlo Oaks and State Auditor John Dougall Lead 23 States in Letter Opposing Proposed Department of Labor Rule That Puts Retirement Savings at Risk

APRIL 21, 2022

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ESG: The Invisible Fist

April 14, 2022

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State Pension Funds Gamble Workers’ Retirement On ESG

APRIL 15, 2022

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Utah Treasurer Marlo Oaks signs onto letter urging Biden Administration to support American energy production

April 5, 2022 

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State Auditor John Dougall and State Treasurer Marlo Oaks join fellow state financial officers opposing Biden proposal to monitor middle class bank accounts

September 23, 2021

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State Treasurer Marlo M. Oaks and State Auditor John Dougall join fellow state financial officers in push back against bank boycotts of traditional energy industries

December 1, 2021

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