🌏 Investing for impact: greenwashing, ESG filters & company engagement

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Australian Finance Podcast 45 min 3 speakers 8 chapters transcribed 4 months ago
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What is ESG investing and why is it important?

Owen Rask 0:00
Property investors often talk about using debt to build wealth. In the share market, that's called gearing. With the BetaShares WealthBuilder range, investors can access moderate gearing into shares, and with the newly launched GG-BL, That means exposure to a diversified portfolio of around 1,300 global companies excluding Australia, all with no loan applications, credit checks, or margin calls. Gearing magnifies both gains and losses, so it's only suitable for investors with a very high tolerance for risk. You can learn more about the WealthBuilder range of ETFs at the BetaShares website. And don't forget to read the PDS and TMD to decide if it's right for you. BetaShares Capital Limited is the issuer.
Owen Rask 0:45
Here's something worth knowing if you've been meaning to make the switch to a better broker. To celebrate their fifth birthday, Perla are offering three free trades a month for five months if you transfer your portfolio across with a minimum of $1,000. For anyone investing regularly, that's meaningful savings on brokerage that can stay invested instead. Perla is chess-sponsored, built specifically for long-term investors, and now has over $3 billion invested on the platform. If you've been with a platform that doesn't quite fit your strategy anymore, it might be time to take a look. You'll find all of the details at perla.com slash LP slash Rask. That's perla.com slash LP slash Rask. Hey there, here's a quick note.
Owen Rask 1:26
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.
Kate Campbell 1:42
Hello, I'm Kate Campbell. And I'm Owen Rask. And you're listening to the Australian Finance Podcast.
Owen Rask 1:47
A podcast where we talk about money, finance, investing, and all that good stuff.
Kate Campbell 1:50
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?

Owen Rask 1:54
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?
Kate Campbell 2:01
You can find us on Instagram and Twitter at Rask Australia. That's R-A-S-K Australia.
Owen Rask 2:07
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.
Kate Campbell 2:21
It is wonderful to be back, Owen.
Owen Rask 2:23
Yeah. Today, we've got a very special guest, Emily O'Neill. How are you going?
Emilie O’Neill 2:27
Hi, guys. Hi, Kate. Hi, Owen. I'm well. How are you?
Owen Rask 2:31
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?

Owen Rask 2:39
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?
Emilie O’Neill 2:57
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.
Emilie O’Neill 3:46
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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