Building a Socially Responsible Portfolio

The Breakdown with Shaun King

The North Star

News, Society & Culture

4.8 • 12.6K Ratings

🗓️ 1 April 2023

⏱️ 54 minutes

🔗️ Recording | iTunes | RSS

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Summary

Today, we're excited to feature "The Momentum Advisors Show" with Allan Boomer and Tiffany Hawkins. In this show, you'll gain valuable insights into financial literacy, empowerment, decision-making, and achieving financial freedom. We can't wait for you to hear it! The terms "ESG", "socially responsible" and "impact investing" are ongoing buzzwords in the financial services industry. But what does it all actually mean? Regardless of the confusing industry jargon, the essence of it all is aligning your portfolio with your values—without sacrificing returns. More than that, it presents greater opportunity for you to see stronger returns. On this episode, we teach you how to do it whether you're dealing with a financial advisor, HR department or you self-manage your investments. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Everybody's Sean King here and what you are about to hear is the momentum advisors show
0:09.0	from Allen and Tiffany where you will learn all about financial empowerment financial decisions.
0:15.2	You're going to learn all about financial freedom and I can't wait for you to hear it.
0:30.5	Hello, hello. Hey, hey, hey. Today we are talking about
0:51.8	a socially responsible portfolio. We've done like several episodes and we will continue to have
0:57.4	this conversation about is your money racist? Yes, your money's probably racist. It's probably
1:01.0	sexist and it is probably ruining the world and we talk about that. We help you identify what
1:06.1	that looks like and we talk about change. But this is a little bit more, it's a little bit less
1:10.8	aggressive and a bit more of an action plan because we do have a lot of clients or prospects which
1:16.1	is people out there who are really hearing all these buzzwords, socially responsible, ESG,
1:22.3	impacting investing and they're not exactly sure what they mean but they're kind of intrigued and
1:26.9	they want to know how to get on this page. That's a fact. This is a popular concept. This is
1:32.2	the new wave of investing is that folks care about what their money's doing to the world and what
1:37.4	it's saying about them. But here's the thing. I feel like people are like when they talk about it,
1:42.0	they make it seem like the sort of hippie thing right or like some sort of charitable thing like,
1:47.8	oh, you know, you're going to sacrifice your investments by doing good and that's not the case at all.
1:53.8	This is not some sort of hippie trend. This is literally one of the first times you can have your
2:00.8	cake and eat it too. Even though you should always be able to eat your cake, but we already did
2:06.0	a podcast. I think it's about eating it. We are not going to go back that far. But in the investment
2:11.2	world, you can have strong returns and do right by the world. I love it. I love it. We should talk
2:18.5	about how to get that done. Yeah. We are. For a lot of folks, there's this, it's funny. When you talk
2:24.6	to financial advisors, there's a whole big camp of folks that just don't believe in this style of
	...

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