In the last episode of the Investing and Other Stories podcast, host Margarita Tr., CFA sits down with Sonia Kowal, President of Zevin Asset Management to discuss everything from "mean tweets about ESG" to the practicalities of responsible & impact investing.

Saved the best for last? We certainly think so.

Sonia shares her “aha” moment (deep in the Arctic Circle) when she decided to switch from traditional asset management to socially responsible investing, discusses the differences between ESG and Impact investing, gives examples of successful shareholder engagements and what industries tend to resist them, and theevolving investment landscape.

Tune in for an eye-opening conversation on the challenges and opportunities in the ESG space.

02:33 Sonia Kowal's Journey to Socially Responsible Investing

03:47 Challenges and Realizations in Traditional Asset Management

07:19 Innovations and Practices in Socially Responsible Investing

08:34 Debunking Myths About ESG Investing

14:00 Mean Tweets and Responses

20:45 Integrating ESG Factors in Investment Decisions

25:21 Shareholder Engagement and Impact

31:37 Challenges When Engaging Corporations For Change

37:46 Tips for Investors interested in Socially Responsible Investing

Not Financial Advice