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Afford Anything | Make Smart Money Choices

Ethical Investing 101, with Dr. Jon Hale, Head of Sustainability Research for Morningstar

Afford Anything | Make Smart Money Choices

Paula Pant | Cumulus Podcast Network

Entrepreneurship, Investing, Business

4.73.6K Ratings

🗓️ 8 April 2020

⏱️ 70 minutes

🧾️ Download transcript

Summary

#250: Should we invest in sustainable funds? If we choose sustainable funds, will our investment returns suffer? Will our expense ratios be sky-high? What drawbacks might we face? How do we know that these funds are actually ethical? And what choices are out there for people who want to invest ethically or sustainably? We invited Dr. Jon Hale to our show today to answer these questions. Dr. Jon Hale is a chartered financial analyst and the global head of sustainability research for Morningstar. He directs Morningstar’s research on sustainable investing, which launched with the Morningstar Sustainability Rating for Funds in 2016. For more information, visit the show notes at https://affordanything.com/episode250 Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0

You can afford anything but not everything.

0:12.3

Every choice that you make has a trade-off against something else, saying yes to one thing

0:16.9

implicitly means, saying no to an alternative.

0:20.6

And that is true for any limited resource that you're trying to manage.

0:24.3

Whether it's your money, your time, your attention, your energy, or your focus.

0:29.9

So what matters most to you and how do you make daily life decisions in accordance?

0:36.8

Answering these two questions is a lifetime practice and that is what this podcast is here

0:40.6

to explore.

0:41.6

My name is Paul Tant, I'm the host of the Afford Anything Podcast.

0:45.5

And today, Dr. John Hale joins us to talk about sustainable investing.

0:50.6

Dr. Hale is a chartered financial analyst and the global head of sustainability research

0:56.1

for Morningstar.

0:57.7

In his role, he directs Morningstar's research on sustainable investing, which began with

1:03.0

the launch of the Morningstar Sustainability Rating for Funds in 2016.

1:08.2

This interview was inspired by a question that we received from one of the members of our

1:13.4

community, a woman by the name of Lily.

1:16.2

She called in with a question about sustainable investing and we originally intended to answer

1:21.8

Lily's question in the same way that we answer almost all of the questions that we receive,

1:26.0

which are during the Ask Paula episodes.

1:28.6

But as I was in the process of answering Lily's question, I realized that that question deserved

1:36.0

more than a 10 minute response.

1:37.7

It deserved its own episode.

...

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