The Intrinsic Value Podcast - The Investor’s Podcast Network23 Jun 2021

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 Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. 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 SPONSORS Support our free podcast by supporting our sponsors: ⁠Fiscal.AI⁠ 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 HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

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