Today, Stephanie and Kevin welcome special guest Kylelane Purcell, who for over 30 years has been writing, editing, and managing communications in the investment industry. She has worked as an analyst at Morningstar, a manager at American Century Investments, and VP of Investment Communications at T. Rowe Price.

 

In 2005, she started her own company, Purcell Communications. She has come to take a keen interest in sustainable investing, and is in fact the lead on ESG-orientated research and thought leadership at her firm. She also partnered with Ben Vivari to start the sustainable investing initiative Till Investors, whose mission is to empower sustainable investors with the right knowledge they need to thrive as sustainable investors.

 

Listen in as we get Kyle’s take on all things values-aligned investing.

 

 

Key Topics:

• “The financial industry does not have a great reputation for explaining what they do clearly.” (2:11)
• The challenge with ESG investing (5:33)
• Kyle’s preferred ESG vehicles (9:25)
• Factors that active managers look for (12:40)
• The greenwashing problem (16:05)
• “Sustainable investing is a vote for accountability.” (18:41)
• Addressing common objections towards ESG (22:16)
• The upcoming wealth transfer (31:27)
• Stephanie and Kevin’s closing thoughts (38:29)

 

 

Resources Mentioned:

Till Website

Till on Twitter

Till on LinkedIn

 

 

 

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

 

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