“We focus on sustainability not because we’re environmentalists, but because we’re capitalists and fiduciaries to our clients.”

 

That’s a quote by Larry Fink, CEO of BlackRock, the world’s largest asset manager, and it gets to the heart of today’s episode, in which Stephanie and Kevin revisit the topic of ESG (Environmental, Social, and Governance) investing.

 

If you haven’t already, take a listen to the previous episode of the podcast (episode 34) where our hosts delved into ESG investing with the inimitable Liz Simmie of Honeytree Investment Management.

 

Listen in as Stephanie and Kevin give a brief history of ESG and explore exactly what each of these three letters mean in the context of pinpointing companies that align with this purpose-driven movement. They also discuss some considerations to make if you’re somebody who is looking into this fascinating approach to investing.

 

Key Topics:

• Why is TBR talking ESG? (2:31)
• Kevin gives a brief history of ESG and SRI (Socially Responsible Investing). (4:02)
• Stephanie’s take on SRI. (6:02)
• Unpacking each letter in “ESG.” (8:38)
• The ESG philosophy and evaluating how well companies align with it. (11:02)
• “But you’re giving up performance! Why would you want to do that?” (15:12)
• Compromises that some make when investing in ESG funds. (17:58)
• Considerations around ESG investing for beginners. (21:42)

 

Resources Mentioned:

• Take Back Retirement Episode 34: What the Heck is ESG Investing with Liz Simmie

 

If you like what you’ve been hearing, we invite you to subscribe on your favorite platform and leave us a review. Tell us what you love about this episode! Or better yet, tell us what you want to hear more of in the future. [email protected] 

 

You can find the transcript and more information about this episode at www.takebackretirement.com.

 

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