The ESG Update

In Episode 3 of The ESG Update, Business Development Specialist at the Wealth Consulting Group, Brittany Damico, joins the pod to discuss gender lens investing and best practices for communicating with investors about their values.

Change Finance, P.B.C. (Change Finance) is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. The opinions expressed herein are those of Change Finance, P.B.C. (Change Finance) and are subject to change without notice.

The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

An Environmental, Social and Governance (ESG) fund’s policy could cause it to perform differently compared to funds that do not have such a policy. The application of social and environmental standards may affect a fund’s exposure to certain issuers, industries, sectors, and factors that may impact relative financial performance — positively or negatively — depending on whether such investments are in or out of favor. 

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. WCG Wealth Advisors and The Wealth Consulting Group are separate entities from LPL Financial. WCG Wealth Advisors, The Wealth Consulting Group and LPL Financial are not affiliated with any of the other referenced entities.

In Episode 2 of The ESG Update, President of YourStake.org, Gabe Rissman, joins the pod to discuss the importance shareholder advocacy and the availability of ESG data.

Change Finance, P.B.C. (Change Finance) is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. The opinions expressed herein are those of Change Finance, P.B.C. (Change Finance) and are subject to change without notice.

In Episode 1 of The ESG Update, CEO of Change Finance, Andrew Rodriguez, joins the pod to discuss how millennials feel about responsible investing and the impact that a proposed rule from the Department of Labor may have on ESG funds in retirement plans. Andrew and host Dan Carreno also discuss the relationship between ESG and investment returns.

Change Finance is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. The opinions expressed herein are those of Change Finance and are subject to change without notice. Investing involves risk and past performance is not indicative of future risk. This material is not financial advice or an offer to purchase or sell any product. Change Finance reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs.

The team at Change Finance is proud to present our new podcast, The ESG Update, a biweekly podcast designed to keep financial professionals and investors up to date on the world of responsible investing. Subscribe for future episodes to hear host Dan Carreno, Head of Business Development at Change Finance, and various guests discuss the latest ESG news and resources available to environmentally and socially conscious investors.