Portfolio Construction Forum

I believe in a portfolio tailored for the energy transition


Listen Later

The energy transition represents the greatest economic opportunity since the industrial revolution from 1760 to 1840. Reliably capturing the potential of this opportunity and delivering tangible environmental impact will require investors to assume a posture shaped by three core beliefs: that their legacy ought to be a net-zero world, not just a net-zero portfolio; that they should seek economic leverage, rather than exposure, to the energy transition; and, that they should pursue value accretion in their portfolio rather than growth. - David Costello, Magellan Financial Group. Earn 0.50 CE/CPD hrs on Portfolio Construction Forum

...more
View all episodesView all episodes
Download on the App Store

Portfolio Construction ForumBy Portfolio Construction Forum