🌏 Investing for impact: greenwashing, ESG filters & company engagement
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What is ESG investing and why is it important?
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This podcast contains general financial advice only. That means it's not specific to you, your needs, goals or objectives. So don't act on the information until you've spoken with your financial advisor. You'll find our full disclosure, disclaimer and link to our financial services guide in the show notes.
Hello, I'm Kate Campbell. And I'm Owen Rask. And you're listening to the Australian Finance Podcast.
A podcast where we talk about money, finance, investing, and all that good stuff.
We're helping you invest your time and money better one podcast episode at a time.
How do small cap companies fit into the ESG investment strategy?
Yes, so please subscribe if you like the series. And don't forget you can find us on social media. We're on all the platforms. Kate, where can people go?
You can find us on Instagram and Twitter at Rask Australia. That's R-A-S-K Australia.
And I'm Owen Rask on Twitter or Owen Rask AU on Instagram. Beware the imitators. People like to copy us. Without further ado, let's jump in to today's episode. Hey, Kate. Welcome to this episode of the Australian Finance Podcast.
It is wonderful to be back, Owen.
Yeah. Today, we've got a very special guest, Emily O'Neill. How are you going?
Hi, guys. Hi, Kate. Hi, Owen. I'm well. How are you?
Very good. Very good. You're joining us remotely, which is always a bit of fun. We're going to talk a lot about ESG investing.
What are the different types of ESG investing strategies?
This is going to be a really fun chat for a lot of us. But maybe just to kick things off, you've appeared on the Australian Investors Podcast before, which is the other podcast series that we run. But you've never appeared on this one, as far as I know. So can you tell us a little bit about yourself and what you do day to day?
Yeah, sure. So I guess my official title is co-head of ESG and equities analyst at Perennial. And that's a really wordy title. But I guess it does capture a lot of what I do, which is pretty broad, actually. So we like to integrate the ESG team into our investment team. And so that means that I lead our ESG team, but I also am an investment analyst and I make the stock decisions as well and cover companies. So I wear a few different hats in that respect. So I help to run our dedicated ESG small cap fund, which is called the Perennial Better Future Fund. We are an ETF and also an investment trust. But our goal in this fund is to go out and find really interesting, innovative, small and mid cap companies that we say are helping to shape a better future.
And so that can be from an environmental perspective or also a social perspective. I'm also responsible for Perennial's firm-wide integration of ESG across all of our investment strategies, also our corporate sustainability strategy.
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Chapters
8 chapters
1
What is ESG investing and why is it important?
0:00–1:54
2
How do small cap companies fit into the ESG investment strategy?
1:54–2:39
3
What are the different types of ESG investing strategies?
2:39–4:40
4
Do investors have to sacrifice returns for ethical investments?
4:40–7:20
5
What is the difference between active and passive ESG investing?
7:20–10:02
6
How can investors engage with companies on ESG issues?
10:02–12:50
7
What resources can help investors understand ESG better?
12:50–15:47
8
How can investors ensure their investments align with their values?
15:47–44:51
Speakers
3 identifiedMore from Australian Finance Podcast
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