35: What Women Need to Know About Aligning Your Investments with Your Values

<p class="p1"><span class="s1">“</span>We focus on sustainability not because we<span class="s1">’</span>re environmentalists, but because we<span class="s1">’</span>re capitalists and fiduciaries to our clients.”</p> <p class="p2"> </p> <p class="p1">That<span class="s1">’</span>s a quote by Larry Fink, CEO of BlackRock, the world<span class="s1">’</span>s largest asset manager, and it gets to the heart of today<span class= "s1">’</span>s episode, in which Stephanie and Kevin revisit the topic of <em>ESG (Environmental, Social, and Governance) investing</em>.</p> <p class="p2"> </p> <p class="p1">If you haven<span class="s1">’</span>t already, take a listen to the previous episode of the podcast (episode 34) where our hosts delved into ESG investing with the inimitable Liz Simmie of Honeytree Investment Management.</p> <p class="p2"> </p> <p class="p1">Listen in as Stephanie and Kevin give a brief history of ESG and explore exactly what each of these three letters mean in the context of pinpointing companies that align with this purpose-driven movement. They also discuss some considerations to make if you<span class="s1">’</span>re somebody who is looking into this fascinating approach to investing.</p> <p class="p2"> </p> <p class="p1"><strong>Key Topics:</strong></p> <ul class="ul1"> <li class="li1">Why is TBR talking ESG? (2:31)</li> <li class="li1">Kevin gives a brief history of ESG and SRI (Socially Responsible Investing). (4:02)</li> <li class="li1">Stephanie<span class="s1">’</span>s take on SRI. (6:02)</li> <li class="li1">Unpacking each letter in <span class= "s1">“</span>ESG.” (8:38)</li> <li class="li1">The ESG philosophy and evaluating how well companies align with it. (11:02)</li> <li class="li1"><span class="s1">“</span>But you<span class= "s1">’</span>re giving up performance! Why would you want to do that?” (15:12)</li> <li class="li1">Compromises that some make when investing in ESG funds. (17:58)</li> <li class="li1">Considerations around ESG investing for beginners. (21:42)</li> </ul> <p class