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The Meaningful Money Personal Finance Podcast

BQ7: How do I invest ethically?

The Meaningful Money Personal Finance Podcast

Pete Matthew

Education, Business, Investing

4.91.7K Ratings

🗓️ 28 February 2018

⏱️ 30 minutes

🧾️ Download transcript

Summary

At my financial planning firm we are seeing a marked increase in the number of clients wanting to invest in line with their beliefs and outlook on life. The catch-all term for this is ethical investing, and today I chat to an expert to help us understand how it all works.

Transcript

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0:00.0

Hi folks and welcome to the Meaningful Money Podcast season 9 episode 7.

0:04.1

This is the podcast dedicated to helping you put your finances in order.

0:16.0

My name is Pete Matthew and I'm going to share with you everything you need to know and everything you need to do to secure your financial future. I'm here to help you make sense of money.

0:34.3

Here we are once again. great to have you with me. At my financial planning firm Jackson's

0:37.8

wealth we are seeing a marked increase in the number of clients wanting to

0:41.7

invest in line with their beliefs and their outlook on life.

0:46.0

The catch-all term for this is ethical investing, occasionally socially responsible investing.

0:53.6

And today I'm going to be chatting with an expert

0:55.6

to help us understand how all that works.

0:58.1

After the conversation, I'm going to look at a couple of reviews

1:00.9

that have been left, announce what we're going to be talking about next time, all that jazz.

1:03.7

But remember, this podcast is brought to you with the help of my friends at 7 Investment Management,

1:09.0

who specialise in multi-asset investing. They also have an ethical offering actually called

1:13.3

sustainable balance but that's by the way side and obviously I talk about

1:16.9

multi asset investing all the time here I think that should form the core of

1:20.9

most people's portfolio.

1:22.5

7-I-M, they've been helping me out on here for,

1:25.0

gosh, six odd years now,

1:26.6

so I'm really grateful to them for support.

1:28.4

Do check out what they're up to, 7-I-M.

1:30.6

dot Co-D.K.

1:31.7

Now, I'll let Jeannie Boyle introduce herself properly in the interview, but before she does, I have

...

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