Impact Investing and Intentionality

Money For the Rest of Us

J. David Stein

Investing, Investing Podcast, Business, Economics, Economy

4.5 • 1.4K Ratings

🗓️ 8 May 2019

⏱️ 29 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

How individuals can have a positive impact while earning a good return investing. What are some examples of socially responsible and impact investments and platforms.

In this episode you’ll learn:

What is the difference between impact investing, ESG and SRI?
What are examples of socially responsible exchange traded funds.
What are green bonds.
What are some examples of impact investments and platforms.
What are three ways we can have a positive impact as individuals.

Thanks to Blinkist and LinkedIn for sponsoring the episode.

For show notes and more information on this episode click here.

[0:18] What is impact investing?
[5:25] How impact investing is different from socially responsible investing.
[8:50] Different opportunities to invest in a socially responsible way.
[10:49] The impact that just one individual can have.
[16:08] Keeping from negatively affecting the social and environmental fabric.
[18:53] Generating positive impact with our investments.
[20:01] Analyzing opportunities for truly impactful investments.
[21:06] Impact Investing in the secondary market.
[24:55] We each have to decide in what ways we will intentionally invest.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Transcript

Click on a timestamp to play from that location

0:00.0	Welcome to the money for the rest of us. This is a personal finance show on money, how it works, how to invest it and how to live without worrying about it.
0:10.0	I'm your host David Stein today's episode 251. It's titled it's
0:14.0	titled Impact Investing
0:16.0	and Impact Investing and Intentionality.
0:18.0	A month or so ago I received an email
0:21.0	from Radha.
0:22.0	She wrote, I have listened to your podcast for the past three years
0:26.3	ever since I was pressure washing and painting a hotel on an island in Thailand. I appreciate all the various subjects you touch on, and particularly
0:35.4	your podcast to discuss climate change and how that will impact financial portfolios.
0:40.9	I was wondering if you would consider a podcast that discusses how to choose socially responsible stocks and bonds that steer away from adding CO2 into the atmosphere and also are not aiding the weapons manufacturers.
0:56.5	I'm trying to make every individual choice I make reduced the suffering on our planet
1:01.8	and maybe even add to the overall benefit of the social and environmental
1:06.2	fabric. Is there a way to partake in the market with all this in mind?
1:12.2	I love how she put that. She wants to make individual choices
1:17.1	that add to the overall benefit of the social and environmental fabric, and do so by partaking in the market.
1:25.0	What she's describing is really what is known as impact investing.
1:30.0	This goes beyond socially responsible investing. This goes beyond socially responsible investing, which typically is associated with buying stocks and bonds that meet certain criteria or exclude certain criteria and I'll talk about that in a minute.
1:47.0	Impact investing. This was a new concept to me back in early 2015, the executive director, the former executive director of a community
1:56.8	foundation that I had worked with, who I was their investment advisor.
2:01.6	He approached me about being on the board of a not-for-profit he was starting.
2:06.2	It was called Intermountain Impact Investing.
2:09.5	And he kind of explained what it was, it was all confusing to me.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from J. David Stein, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of J. David Stein and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.