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34: What the Heck is ESG Investing with Liz Simmie

34: What the Heck is ESG Investing with Liz Simmie

FromTake Back Retirement


34: What the Heck is ESG Investing with Liz Simmie

FromTake Back Retirement

ratings:
Length:
50 minutes
Released:
Feb 2, 2022
Format:
Podcast episode

Description

Today, Stephanie and Kevin sit down with Liz Simmie, Co-Founder of Toronto-based Honeytree Investment Management, which just so happens to be one of the very few women-led responsible asset management firms around the world.   Honeytree truly believes that ESG (Environmental, Social, and Governance) data is just as important to assessing a company’s long-term growth and risk as financial data, and so they integrate both, equally. In other words, ESG is real investing! With the belief that, “ESG is a core function of the board and the management team and part of day-to-day operations in all aspects of the business,” Liz tackles the all-too common pitfalls of ESG initiatives and by extension the usual criticisms that crop up against them. She paints a detailed picture of ESG done right and its resulting impact on an organization’s long-term bottom line.   Values-aligned investing is a big topic for us in 2022, so we’re excited to dive deep into the nuts and bolts of ESG investing with Liz!   Key Topics: Defining “ESG” (2:03) Liz’s journey and Honeytree (9:05) Addressing greenwashing, pinkwashing, and other ESG stereotypes (15:40) “Both Canada and Europe are way, way, way behind the U.S. on workforce racial diversity disclosure.” (23:35) The case for stakeholder-governed businesses (26:53) “We remember when ESG was SRI (Socially-Responsible Investing)…” (31:39) “We’re whatever the opposite of activist investors are.” (37:35) How to connect with Liz (41:50) Stephanie and Kevin’s closing thoughts (43:38)   Resources Mentioned: Follow Liz on Twitter at twitter.com/LizSimmie Learn more about Honeytree Investment Management at www.honeytreeinvest.com.   If you like what you’ve been hearing, we invite you to subscribe on your favorite platform and leave us a review. Tell us what you love about this episode! Or better yet, tell us what you want to hear more of in the future. stephanie@sofiafinancial.com    You can find the transcript and more information about this episode at www.takebackretirement.com.   Follow Stephanie on Twitter, Facebook, YouTube and LinkedIn.  Follow Kevin on Twitter, Facebook, YouTube and LinkedIn.
Released:
Feb 2, 2022
Format:
Podcast episode

Titles in the series (90)

You’re a woman on the cusp of “retirement” naturally feeling some anxiety. We are two financial planners who take this subject seriously (but ourselves less so). We will help you feel more confident about your choices by cutting through the myths and mysteries. Through conversations and interviews with both subject-experts and women who have gone through what you are approaching, you will have the correct information and motivation to be in control of your future.