MI098: Socially Responsible & ESG Investing w/ Brendan Erne

The Intrinsic Value Podcast - The Investor’s Podcast Network

The Investor's Podcast Network

Education, Investing, Business

4.6 • 592 Ratings

🗓️ 23 June 2021

⏱️ 52 minutes

🔗️ Recording | iTunes | RSS

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Summary

IN THIS EPISODE, YOU’LL LEARN: 9:24 - What ESG investing is and why these new portfolios are needed 17:09 - What data shows for socially conscious companies’ returns versus the broader market 25:52 - 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 28:26 - The future of socially conscious investing in the next five to ten years 34:11 - How to use technology as leverage for your career 37:37 - If individual investors hold too much power and if it is a good thing for society as a whole 43:17 - Where to start in socially conscious investing and how to get involved in the right way And much, much more! BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Get more FREE content from Robert Get a FREE audiobook from Audible Personal Capital’s Sign-Up for Free Tools Bloomberg Green Stock performance studies: Deutsche Bank’s ESG and Financial Performance: Aggregated Evidence From More Than 2000 Empirical Studies Page 18: “Thus, our results underpin previous findings: at the worst case, investors in ESG mutual funds can expect to lose nothing compared to conventional fund investments (Hamilton, Jo, and Statman 1993; Humphrey and Tan 2014; Revelli and Viviani 2015).” Harvard Library’s Corporate Sustainability: First Evidence on Materiality John C. Bogle’s The Little Book of Common Sense Investing Mohnish Pabrai’s book The Dhandho Investor All of Robert’s favorite books SPONSORS Support our free podcast by supporting our sponsors: Fiscal.AI Advisory services are offered for a fee by Personal Capital Advisors Corporation (“PCAC”), a registered investment adviser with the Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Investing involves risk. Past performance is not indicative of future returns. You may lose money. PCAC is a wholly-owned subsidiary of Personal Capital Corporation (“PCC”), an Empower company. PCC is a wholly-owned subsidiary of Empower Holdings, LLC. © 2021 Personal Capital Corporation. Personal Capital SRI portfolios are powered by Sustainalytics. Read this episode’s transcript and full show notes on our website. 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 Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Transcript

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0:00.0	You're listening to TIP. This week, I chat with Brendan Earn about socially responsible investing,
0:06.7	sometimes referred to as ESG investing, why these new portfolios are needed, how investors can
0:12.5	align their portfolios with their values, and much more. Brendan Earn is the director of portfolio
0:17.9	management at personal capital and socially responsible investor himself.
0:22.9	In 2018, he found a new calling and was inspired by a desire to leave a better world for his family.
0:29.3	Brandon signed on to spearhead an ambitious new project, wherein he began crafting an investment
0:34.4	strategy that could help drive positive change. Using a best-in-class approach,
0:39.7	his team partnered with Sustainalytics to create an innovative and more socially responsible
0:45.1	investment portfolio, one that identifies and rewards companies that minimize their carbon footprint,
0:51.0	champion workplace diversity, and maintain ethical supply chains. The trend towards
0:56.3	socially responsible investing seems to be very, very popular with millennials. So hope you guys
1:01.6	enjoy this conversation. Let's dive right in. You're listening to Millennial Investing by the
1:07.4	Investors Podcast Network, where your host, Robert Leonard, interview successful entrepreneurs,
1:12.6	business leaders, and investors to help educate and inspire the millennial generation.
1:26.6	Hey, everyone. Welcome to the millennial investing podcast. I'm your host, Robert Leonard, and with
1:31.8	me today, I have Brendan. Welcome to the show, Brendan.
1:35.5	Great. Thanks for having me, Robert. Tell us a bit about yourself, your background, and how you got
1:40.4	to where you are today. All right. Well, I'll try to sum it up as succinctly as I can. I'm originally from the Pacific Northwest.
1:47.9	I grew up in the east side of Seattle, actually. And then I moved down to the Bay Area in 2004,
1:54.7	where I've been ever since and still am today. And ever since I graduated school, I've been
1:59.2	in the financial services industry. So I've held a few different roles throughout that time. And ever since I graduated school, I've been in the financial services industry. So I've
2:01.5	held a few different roles throughout that time. And I would say kind of my transition within the
	...

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