Women's Money Wisdom

Episode 111: ESG Investing


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In this episode Melissa Fradenburg, CDFA®, talks about environmental, social, and governance (ESG) investing and shares clips from previous episodes featuring Kalita Blessing, CFP® and a Chartered SRI Counselor, as well as Perth Tolle, founder of The Life + Liberty Freedom 100 Emerging Markets Index. In this episode you will learn more about sustainable, responsible, and impact investing strategies and ways to implement ESG investing into your portfolio.

Find out more about Perth Tolle

Find out more about Kalita Blessing HERE.

Read more on ESG Investing HERE.

Watch a webinar REPLAY on ESG Investing. 

Listen to Episode 55: ESG Investing with Kalita Blessing

Listen to Episode 65: Human Rights and Investing with Perth Tolle.

 

 Links are being provided for information purposes only. The information herein is general and educational in nature . Historical performance results for investment indices, benchmarks, and/or categories have been provided for general informational/comparison purposes only, and generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results.  It should not be assumed that your Pearl Planning account holdings correspond directly to any comparative indices or categories. Please Also Note: (1) performance results do not reflect the impact of taxes; (2) comparative benchmarks/indices may be more or less volatile than your Pearl Planning accounts; and, (3) a description of each comparative benchmark/index is available upon request. Utilizing an ESG investment strategy may result in investment returns that may be lower or higher

The previous presentation by PEARL PLANNING was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from PEARL PLANNING or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither PEARL PLANNING’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. PEARL PLANNING is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. A copy of PEARL PLANNING’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at https:...

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Women's Money WisdomBy Melissa Joy, CFP®

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