Many time with think of being impactful with our money mean giving to our favorite non-profit or religious organization or how we spend our money. Both of these ways of making impact with our dollars is fantastic and thoughtful. In this episode of the podcast, I want you to challenge yourself to think one step further to how you invest and follow your the path to your financial goals – what impact are the companies that you are invested in making? Do they align with your values? Do you even know the underlying companies that you are invested in?
Pause for a second and think to yourself…
You use reusable bags, you love trees, you believe in equal pay, you don’t want the products you buy to be made in a sweat shop, you would like generations to come to enjoy the beautiful planet we live on, and/or you would really appreciate your data to be private – I mean how do the ads on your social media know you want something even before you say it?
These are all topics that fall in line with sustainable investing or as sometimes referred to as ESG investing – environmental, social, and governance. Our guest on today’s podcast is Jason Hoody from LPL Financial’s Research Team. Jason strictly works on growing the sustainable investing education and research to advisors and end investors at LPL. Who is LPL? They are a broker dealer and specifically the one we partner with at Forethought Planning. One of the reasons I chose to partner with LPL was their focus on sustainability as well as diversity, equity, and inclusion.
Jason and I spend some time diving into a brief history of sustainable investing. Then we discuss hot topics that have definitely impacted us in 2020 and how sustainable investing may be making a push forward in positive directions to support social and environmental topics that have especially graced the headlines. So, if any of the topics above that I mentioned strike a cord with you…then give it a listen.
Full video format linked below or listen to the podcast on Buzzsprout linked below as well.
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DISCLOSURES: This material is for general information only and is not intended to provide specific advice or recommendations for any individual. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves risks including possible loss of principal. Any economic forecasts set forth may not develop as predicted and are subject to change. References to markets, asset classes, and sectors are generally regarding the corresponding market index. Indexes are unmanaged statistical composites and cannot be invested into directly. Index performance is not indicative of the performance of any investment and do not reflect fees, expenses, or sales charges. All performance referenced is historical and is no guarantee of future results. Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services. LPL Financial doesn’t provide research on individual equities. All information is believed to be from reliable sources; however, LPL Financial makes no representation as to its completeness or accuracy. This Research material was prepared by LPL Financial. Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Advisory services provided through Advisor’s Pride. Insurance products are offered through LPL or its licensed affiliates. To the extent you are receiving investment advice from a separately registered independent investment advisor that is not an LPL affiliate, please note LPL makes no representation with respect to such entity. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. All investing involves risk including loss of principal. No strategy assures success or protects against loss. Environmental Social Governance (ESG) investing has certain risks based on the fact that the criteria excludes securities of certain issuers for non-financial reasons and, therefore, investors may forgo some market opportunities and the universe of investments available will be smaller. The MSCI KLD 400 Social Index is a capitalization weighted index 400 US securities that provides exposure to companies with outstanding Environmental, Social, and Governance (ESG) ratings and excludes companies whose products have negative social or environmental impacts. The Standard & Poor’s 500 Index is a capitalization weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.
