The Breakdown with Shaun King

Throwback Episode: Building a Socially Responsible Portfolio


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On April 4th, we ran a classic episode from our friends Allan Boomer and Tiffany Hawkins of The Momentum Advisors titled "Is Your Money Racists?" I need a couple more days to recover from my recent neck surgery so the team at The North Star is going to run a great action oriented follow-up to that Episode. We hope you enjoy!

The terms "ESG", "socially responsible" and "impact investing" are ongoing buzzwords in the financial services industry. But what does it all actually mean? Regardless of the confusing industry jargon, the essence of it all is aligning your portfolio with your values—without sacrificing returns. More than that, it presents greater opportunity for you to see stronger returns. On this episode, we teach you how to do it whether you're dealing with a financial advisor, HR department or you self-manage your investments.

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