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The Intrinsic Value Podcast - The Investor’s Podcast Network

MI Rewind: Socially Responsible & ESG Investing w/ Brendan Erne

The Intrinsic Value Podcast - The Investor’s Podcast Network

The Investor's Podcast Network

Education, Investing, Business

4.6592 Ratings

🗓️ 16 December 2022

⏱️ 53 minutes

🧾️ Download transcript

Summary

IN THIS EPISODE, YOU’LL LEARN: 09:24 - What ESG investing is and why these new portfolios are needed. 14:49 - What data shows for socially conscious companies’ returns versus the broader market. 22:04 - The future of socially conscious investing in the next five to ten years. 22:57 - 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. 34:01 - How to use technology as leverage for your career. 41:27 - If individual investors hold too much power and if it is a good thing for society as a whole. 45:39 - How financial markets evolved in the last two decades and where they are going in the next decade to come. 47:07 - Where to start in socially conscious investing and how to get involved in the right way. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Personal Capital’s Sign-Up for Free Tools. Bloomberg Green. NEW TO THE SHOW? Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Fiscal.AI 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 Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Transcript

Click on a timestamp to play from that location

0:00.0

You're listening to TIP. On today's show, we continue to revisit some of my favorite podcast from

0:06.4

the past in this millennial investing rewind. If you've missed our previous rewind episodes,

0:12.5

we've started to reshare some older episodes that are my favorites for a few reasons.

0:18.0

One, we get a bunch of new listeners each week, so the new listeners may not

0:22.2

have heard this episode before. Two, even if you've been listening for a while, you may have

0:27.6

missed this episode when it originally came out. Or three, even if you've heard it before,

0:32.9

it can be a great episode to learn from again. If you've already heard this episode or you're not interested in

0:38.3

hearing it, feel free to just skip it. There's no harm in that, and you can pick up with our new

0:42.5

episodes next week. All right, guys, that's all I had for you for this new intro. Everything going

0:48.4

forward is going to be from the original show. Hope you guys enjoy it. This week, I chat with Brendan Earn about socially

0:57.9

responsible investing, sometimes referred to as ESG investing, why these new portfolios are needed,

1:04.4

how investors can align their portfolios with their values, and much more.

1:09.0

Brendan Earn is the director of Portfolio Management at Personal Capital

1:12.1

and socially responsible investor himself. In 2018, he found a new calling and was inspired by a

1:19.2

desire to leave a better world for his family. Brendan signed on to spearhead an ambitious new project,

1:25.1

wherein he began crafting an investment strategy that could help

1:28.5

drive positive change. Using a best-in-class approach, his team partnered with Sustainalytics

1:34.3

to create an innovative and more socially responsible investment portfolio, one that identifies

1:40.3

and rewards companies that minimize their carbon footprint, champion workplace diversity,

1:45.6

and maintain ethical supply chains. The trend towards socially responsible investing seems to be

1:50.8

very, very popular with millennials. So hope you guys enjoy this conversation. Let's dive right in.

1:57.3

You're listening to Millennial Investing by the Investors Podcast Network, where your host, Robert Leonard,

...

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