EPISODE · Mar 4, 2022 · 24 MIN
ESG Investing: Explaining & Exploring Environmental, Social & Governance (ESG) Investing
from Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals · host Walkner Condon Financial Advisors
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
What this episode covers
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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ESG Investing: Explaining & Exploring Environmental, Social & Governance (ESG) Investing
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