Episode 10 | What does sustainable investing involve? episode artwork

EPISODE · Apr 5, 2024 · 31 MIN

Episode 10 | What does sustainable investing involve?

from The Purposeful Investor

Ask a question or send feedbackIn this episode, Aden and David dive into the important topic of sustainable investing. They explore how Capital Partners approaches this area, especially after a client raised concerns about their investments in fossil fuel companies. This discussion highlights the firm's commitment to aligning investment strategies with clients' values and environmental concerns.Listeners will learn about the steps Capital Partners takes to ensure diversification within both domestically and internationally sustainable portfolios. (0:02:48 - 0:03:01) SRI considerations(0:17:35 - 0:18:09) Capital Partners' sustainable portfolios(0:19:02 - 0:20:32) Performance expectations(0:18:09 - 0:18:33) Diversification in Australia and globally(0:23:59 - 0:24:53) Values led decisionsResources:Download  your copy of  Sustainable InvestingSRI slidesThe Purposeful Investor Podcast is a public service provided for Australian investors wanting to make smart decisions with their money, avoid costly mistakes, look after the people they care about, and, have a great life!We draw on over 30 years of experience from David Andrew and the Capital Partners team.For more information on Capital Partners' award winning team, visit capital-partners.com.au. Have a question? Email us [email protected] episode provides general advice only. We do not consider your personal circumstances when we share this information. Always refer to your financial adviser for advice about your personal circumstances. Capital Partners Consulting Pty Ltd AFSL 227148 trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.

Ask a question or send feedback In this episode, Aden and David dive into the important topic of sustainable investing. They explore how Capital Partners approaches this area, especially after a client raised concerns about their investments in fossil fuel companies. This discussion highlights the firm's commitment to aligning investment strategies with clients' values and environmental concerns. Listeners will learn about the steps Capital Partners takes to ensure diversification within bot...

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Episode 10 | What does sustainable investing involve?

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Ask a question or send feedbackIn this episode, Aden and David dive into the important topic of sustainable investing. They explore how Capital Partners approaches this area, especially after a client raised concerns about their investments in...

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