In this episode of the Financially Fit Couple, host Matthew Gray, a certified financial planner, is joined by Jordan Tucker from Impax Asset Management to discuss ethically screened investing. The conversation covers the history, principles, and current practices of sustainable investing, emphasizing how investors can align their investments with their values without sacrificing performance.
Jordan explains the rigorous screening process used by Impax, the importance of ongoing due diligence, and how they engage with companies to drive positive change. The episode also addresses common misconceptions about sustainable investing and provides actionable steps for those interested in incorporating ethically screened investments into their portfolios.
00:00 Welcome to the Financially Fit Couple
00:38 Introduction to Ethically Screened Investing
01:42 Guest Introduction: Jordan Tucker
01:55 The Evolution of Ethically Screened Investing
04:14 Impax Asset Management's Approach
06:45 Screening Process and Criteria
25:14 Engagement and Advocacy Efforts
32:32 Addressing Misconceptions
39:01 Getting Started with Ethically Screened Investing
40:44 Final Thoughts and Disclosures
Jordan Tucker
https://www.linkedin.com/in/jordan-tucker-cfp%C2%AE-29016371/
Jordan Tucker and Impax Asset Management are not affiliated with or endorsed by LPL Financial.
Matthew Gray
https://www.linkedin.com/in/matthew-gray-cfp%C2%AE-5a2144134/
https://schrockfin.com/
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC
