Information for new and experienced investors on how to integrate values into your portfolio.
Mitch has gone from engineering to the financial world and he has a passion for helping investors align their values with their investments. Part of his role is to help educate people on the options they have in allocating their money. Mitch and Amanda cover hot topics such as socially responsible investing, impact investing, and environmental, social and governance indicators. Trillions of dollars (estimates range between $11 trillion to $24 trillion) are going into ESG funds and trends show those funds are increasing. We talk about what this means for businesses sustainability strategies, investment resilience in a bear market, tools such as Morningstar Mutual Fund Investing and Sustainalytics, integrated corporate reporting, 401Ks, the Sustainable Accounting Standards Board (SASB) and the Financial Accounting Standards Board (FASB), BlackRock’s CEO Larry Fink and even tips for new investors and those who are preparing for or are already enjoying retirement. You won’t want to miss this informative and fun discussion!
Forward, Sustainably is produced by the University of Wisconsin Sustainable Manage Programs.sustain.wisconsin.edu
Amanda Goetsch – HostBryan Bortz – Editing/ProductionIan Stone – Music