Your Life Simplified: A Financial & Wealth Management Podcast
ESG: Align investments with Values
11 Aug 2022
The one constant in life is change, and the investment world is certainly no exception. As the world changes, more investors seek to invest in a socially responsible way. In this week's podcast episode, Valerie Escobar, senior wealth advisor, and Mike MacKelvie, wealth advisor, talk about how you can invest in a socially responsible way. This area of investing can seem overwhelming and complicated, but we break it down for you: SRI=Socially Responsible Investing – This is typically religious or moral principles. We'll screen for things people like to avoid and exclude them from investment. ESG=Environments, Social, Governance – This could be pollution, green energy initiatives, labor relations or customer satisfaction. SCI=Socially Conscious Investing is a combination of SRI and ESG.
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