Description

In this episode, Aden and David dive into the important topic of sustainable investing. They explore how Capital Partners approaches this area, especially after a client raised concerns about their investments in fossil fuel companies. This discussion highlights the firm's commitment to aligning investment strategies with clients' values and environmental concerns.

Listeners will learn about the steps Capital Partners takes to ensure diversification within both domestically and internationally sustainable portfolios. 

• (0:02:48 - 0:03:01) SRI considerations
• (0:17:35 - 0:18:09) Capital Partners' sustainable portfolios
• (0:19:02 - 0:20:32) Performance expectations
• (0:18:09 - 0:18:33) Diversification in Australia and globally
• (0:23:59 - 0:24:53) Values led decisions

Resources:
Download  your copy of  Sustainable Investing
SRI slides

For more information on Capital Partners visit capital-partners.com.au.

Have a question? Email us ask@capital-partners.com.au.

This episode provides general advice only. Always refer to your financial adviser for advice about your personal circumstances.

Capital Partners Consulting Pty Ltd AFSL 227148 trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.