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EPISODE · Mar 14, 2022 · 32 MIN

InvestorDaily's ESG Summit Showcase: Going green and staying green: How to maintain a healthy portfolio

from Wealth Management Podcast Network · host Momentum Media

In this ESG Summit special, David Stratford chats with Phil Pilgrim, the general manager for partnerships and distribution at Implemented Portfolios. The InvestorDaily podcast is back with the ESG Summit special where host David Stratford will be chatting to partners, collaborators, and speakers to help you decipher some of the ESG trends impacting investors and companies in the coming year. In the first episode of the special, Philip Pilgrim defines ESG investing and illustrates the delicate balance between value-based decision making and financial outcomes. Mr Pilgrim provides tips to advisers and investment managers navigating their clients' individual values to provide a truly compelling and individualised investment experience. It's one thing to go green, but how do you stay green? The general manager provides this answer and more, dispelling ESG-linked myths while deep-diving into expectation versus reality.

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