MI098: Socially Responsible & ESG Investing w/ Brendan Erne

IN THIS EPISODE, YOU’LL LEARN:

9:24 - What ESG investing is and why these new portfolios are needed 17:09 - What data shows for socially conscious companies’ returns versus the broader market 25:52 - How sector-concentrated ESG funds impact investors and what solutions there are to avoid these seeming limitations and still invest with your values in mind 28:26 - The future of socially conscious investing in the next five to ten years 34:11 - How to use technology as leverage for your career 37:37 - If individual investors hold too much power and if it is a good thing for society as a whole 43:17 - Where to start in socially conscious investing and how to get involved in the right way  And much, much more!

EPISODE RESOURCES

Get more FREE content from Robert Get a FREE audiobook from Audible Personal Capital’s Sign-Up for Free Tools Bloomberg Green  Stock performance studies: Deutsche Bank’s ESG and Financial Performance: Aggregated Evidence From More Than 2000 Empirical Studies  Page 18: “Thus, our results underpin previous findings: at the worst case, investors in ESG mutual funds can expect to lose nothing compared to conventional fund investments (Hamilton, Jo, and Statman 1993; Humphrey and Tan 2014; Revelli and Viviani 2015).” Harvard Library’s Corporate Sustainability: First Evidence on Materiality John C. Bogle’s The Little Book of Common Sense Investing Mohnish Pabrai’s book The Dhandho Investor All of Robert’s favorite books Support our free podcast by supporting our sponsors Save with a credit union that helps you build financial confidence with Navy Federal Credit Union Create the perfect workflow for your team with Monday.com Work OS. To start your free 14-day trial go to Monday.com Get access to thousands of titles across different formats and genres: from audiobooks, to popular and exclusive podcasts, to unique Audible Originals like the Words+Music series with AudiblePlus. Visit audible.com/mi or text mi to 500-500 Make documents, ask a lawyer your legal questions, and sign contracts on the go with Rocket Lawyer. Head to rocketlawyer.com/workconfidently to start your free trial today

Advisory services are offered for a fee by Personal Capital Advisors Corporation (“PCAC”), a registered investment adviser with the Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Investing involves risk. Past performance is not indicative of future returns. You may lose money. PCAC is a wholly-owned subsidiary of Personal Capital Corporation (“PCC”), an Empower company. PCC is a wholly-owned subsidiary of Empower Holdings, LLC. © 2021 Personal Capital Corporation.

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