WealthBeing

Ep. 13 – Investments with impact: Earth Day episode with David Rutherford, NEI


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The ways thatwe spend money make an impact on our world – and that includesour investment decisions. Are your savingssupporting companies who share your environmental, social, and governance (ESG) values? Ahead of Earth Day 2020, Derrick and Travis welcome a special guest, David Rutherford, from NEI (Northwest & Ethical Investments) to share his vast experience in Responsible Investing. Listen to their conversation to learn how your investments can be rewarding for both you and the well-being of people and our planet. 

 

1:50–Money Problem:Travis’ clients from the Gulf Islandswanted to invest in a way that matched their values, but they struggled to access Responsible Investments that fulfilled their goals. 

 

4:30– Expert Examination:Derrick, Travis, and David Rutherford (NEI)simplify the category of Responsible Investing and help you understand why and how they can make a difference in your life. Listen for:  

  • understanding what comprises a “RI” (Responsible Investing), and “ESG” factors; 
  • the drivers and growth behind Responsible Investing; 
  • the various types of Responsible Investments you can choose from; 
  • how companies are vetted and confirmed to be a “Responsible Investment”; 
  • influencing companies through your investments; 
  • performance promises: traditional versus responsible investing; 
  • how to become a Responsible Investor. 

 

20:30– Weekly Financial Fix:take the first steps to become a Responsible Investor. 

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