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ESG Investing: Explaining & Exploring Environmental, Social & Governance (ESG) Investing

ESG Investing: Explaining & Exploring Environmental, Social & Governance (ESG) Investing

FromGimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals


ESG Investing: Explaining & Exploring Environmental, Social & Governance (ESG) Investing

FromGimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals

ratings:
Length:
24 minutes
Released:
Mar 4, 2022
Format:
Podcast episode

Description

Maybe you've thought about how you might invest more sustainably, responsibly, or equitably. Or maybe you've actually heard the term 'ESG' or 'ESG' investing. Regardless of whether you fall into one of those camps, or even if you haven't thought much about sustainable investing (regular investing can be complicated enough, as it is), it has certainly been a burgeoning area within investing over the last few years. Google Trends shows it as recently hitting its peak search interest – a 100 on a 100-point scale – in October 2021. Mitch DeWitt, CFP®, MBA, is joined by Keith Poniewaz, Ph.D. – a member of Walkner Condon's team of U.S. expat financial advisors – to explain and explore the basics of ESG investing, which is sometimes called SRI – Socially Responsible Investing. 
As Mitch and Keith explain, ESG investing isn't as simple as picking one 'ESG' fund and singlehandedly saving the planet. In fact, one fund might have completely different ESG ratings based on who is doing the rating, something Keith references in relation to this article from Bloomberg Businessweek. Together, they explain how the various ratings work, the ESG screening process, greenwashing, and more. 
LINKS
The ESG Mirage - Bloomberg Businessweek
Seven Things to Know about ESG Investing
Watch on YouTube
Walkner Condon's YouTube Channel
Contact Us
Meet with an Advisor

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Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message
Released:
Mar 4, 2022
Format:
Podcast episode

Titles in the series (100)

In a world full of financial information – and misinformation – what do you believe and incorporate into your life, and what do you throw away? As an independent, fee-only financial advisor, one of our founding pillars is education. Through accessible, transparent communication, we help filter out the noise for our clients to allow them to focus on their financial future. The goal of our podcast, Gimme Some Truth, is no different. From the corner of Monroe St. in Madison, WI, we cover the intersection of financial planning, investing, and everyday life. Disclosure: walknercondon.com/podcast