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!

BOOKS AND RESOURCES

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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

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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. Connect with Brendan: Website | Twitter | Instagram Connect with Robert: Website | Instagram

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