Emilie O’Neill

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349 appearances 1 recordings 1 series first heard Dec 2022 last heard Dec 2022

Emilie O’Neill’s voice in public audio — every appearance, attributed to the second.

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Australian Finance Podcast · 🌏 Investing for impact: greenwashing, ESG filters & company engagement · 19 Dec 2022 podcast

It's a complicated answer and it does develop a lot of work behind understanding the material drivers.

You can start by looking at a company's sustainability report because a lot of companies now do actually produce a sustainability report where you can go in and look at what they self-identify as material and what they're doing to address that issue in their business.

And therefore you can make an assessment as to whether

they're doing good things or whether, you know, maybe they're not focused on where they need to be focused on.

So there is a little bit of analysis involved.

So I can't give you a straight answer, but if you're passionate about a certain area of sustainability, you can definitely find companies that fit within that theme.

It's, you know, there is a lot of companies on the ASX that you can explore.

But as I really want to make critical point is that,

you know, it is best to have a portfolio of companies because you do tend to have companies that may outperform sometimes and underperform other times.

So taking a portfolio approach is really important.

So some investors want to have their whole portfolio aligned with a sustainable future.

That may be because of their beliefs or they believe that there's really strong tailwinds behind being more sustainable.

And so they'll look to use sustainability across all of their core and satellite portfolios.

But I guess it does mean that you may not have exposures that are aligned with what we call benchmark exposure.

So because of those skews, you don't typically, you might not have returns that look like, you know, the ASX 200 because you are taking active positions.

But others do, because of that, use it as more of a satellite approach.

So they understand that there's going to be investment benefits to investing in sustainable companies, but they don't want to take as much risk in their portfolio.

So they don't want to vary too far away from

you know, the ASX 200.

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