Episode 122

MI098: Socially Responsible & ESG Investing w/ Brendan Erne

This week, Robert Leonard chats with Brendan Erne about socially responsible investing, sometimes referred to as ESG investing (Environmental, Social and Governance), why these new portfolios are needed, how investors can align their portfolios with their values, and much, much more!

The Intrinsic Value Podcast - The Investor’s Podcast Network

June 23, 202148m 23s

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Show Notes

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!

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
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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

SPONSORS

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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.

Personal Capital SRI portfolios are powered by Sustainalytics.

Read this episode’s transcript and full show notes on our website.

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Connect with Robert: Website | Instagram

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MI098: Socially Responsible &amp; ESG Investing w/ Brendan Erne

Show Notes

MI098: Socially Responsible & ESG Investing w/ Brendan Erne