Show notes
Welcome to the first Masterclass series on The Australian Investors Podcast. In the next 45-60 minutes you will go on a deep dive into the topic of ESG with some of Australia’s top experts, including Perennial's Emilie O'Neill, Atchison Consultants' Jake Jodlowski, and Wattle Partners' Drew Meredith.
You'll discover:
What you need to know about the ESG market
The difference ESG investment options
How to perform due diligence on ESG funds and strategies
How experts use ESG strategies in portfolios
50 years of investing expertise in one episode
To help us navigate through this emerging theme we’ll be joined by Emilie O’Neill of Perennial Partners, who walks us through the sub-sector options. Then Jake Jodlowski, a highly experienced investment consultant from Atchison Consultants, explains how to perform due diligence. Finally, Drew Meredith, the director of Wattle Partners financial planning explains how to actually implement some of these strategies in a portfolio.
Emillie O'Neill, Co-Head of ESG & Equities Analyst at Perennial Partners, with 6 years of experience;
Drew Meredith, CFP, Director of Wattle Partners Financial Planning, with 19 years of experience;
Jake Jodlowski, Principal of Atchison Consultants with 28 years of investment experience;
Host: Owen Raszkiewicz, lead analyst at Rask, 10 years of investment experience.
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DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
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