Description

My Sustainable Investing Masterclass:

https://forms.gle/BcQMEiaC9zqFpqjDA

Think ethical investing means giving up profits? This episode busts that myth with real data showing sustainable funds often match or even beat traditional ones. Tune in to learn how you can do well by doing good, without sacrificing your returns.

Sources:

• • The Performance of Socially Responsible Investments: A Meta-Analysis⁠https://www.researchgate.net/publication/367711960_The_Performance_of_Socially_Responsible_Investments_A_Meta-Analysis⁠
• • Sustainable Reality: 2024 Edition – Analyzing Risk and Returns of Sustainable Funds – Morgan Stanley⁠https://www.morganstanley.com/content/dam/msdotcom/en/assets/pdfs/Morgan_Stanley_Institute_for_Sustainable_Investing_Sustainable_Reality_2024.pdf⁠
• • Testimony to North Dakota State Legislature – ESG Investing (2021)⁠https://ndlegis.gov/prod/assembly/67-2021/testimony/SNATRES-2291-20210204-4684-A-GAWRYLOW_DUSTIN_N.pdf⁠
• • Charting New Frontiers: The S&P 500® ESG Index’s Outperformance of the S&P 500 – S&P Dow Jones Indices⁠https://www.spglobal.com/spdji/en/research/article/charting-new-frontiers-the-sp-500-esg-index-s-outperformance-of-the-sp-500/⁠
• • Why the S&P 500 ESG Index Continues to Outperform the S&P 500 – CME Group⁠https://www.cmegroup.com/openmarkets/equity-index/2024/Why-the-SP-500-ESG-Index-Continues-to-Outperform-the-SP-500.html⁠
  • As Markets Lurched, Sustainable Stock Indexes Outperformed – Morningstar⁠https://www.morningstar.co.uk/uk/news/263968/as-markets-lurched-sustainable-stock-indexes-outperformed.aspx⁠

  • Global Sustainable Funds Outperform Year to Date – Morningstar⁠https://www.morningstar.co.uk/uk/news/264200/global-sustainable-funds-outperform-year-to-date.aspx⁠

  • ESG Funds Suffer Weaker Demand Despite Help from Tech-Sector Performance – Reuters⁠https://www.reuters.com/sustainability/sustainable-finance-reporting/esg-funds-suffer-weaker-demand-despite-help-tech-sector-performance-2023-12-21/#:~:text=BOSTON%2FLONDON%2FNEW%20YORK%2C,related%20stocks%20bolstered%20their%20returns.⁠

    The content we share on this podcast is for educational purposes only, does not constitute financial advice, and we do not make any recommendations. Don’t blindly follow suggestions from others—instead, inform yourself broadly, weigh different perspectives, and consider speaking with a qualified financial advisor before making any investment decisions.