Portfolio manager Ramona Persaud is back on the program this time marking World Earth Day with our listeners.  In this episode, she explains how to find ESG alpha and how she personally looks at ESG.  Her investing strategy of equity and dividend-oriented strategies focuses on providing return, downside protection, and income and she says ESG can co-exist with that current process. She’s overweight in ESG in her funds and she’s currently looking at ESG in banks and data privacy. Ramona also comments on the oil industry and where it is heading on the ESG front, as well as her thoughts on the standardization among ESG rating systems.

Recorded on April 22, 2021.