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Building a Sustainable Portfolio: Lessons from Unless Financial's Dave Rae

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Manage episode 475708735 series 3379485
Content provided by FS Sustainability. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by FS Sustainability or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode of The Greener Way, Michelle Baltazar speaks with Dave Rae, a responsible investment advisor from Unless Financial.

They discuss common myths about responsible investing, affirming it doesn't sacrifice returns and requires global diversification to be successful.

The discussion also highlights the growing role of tech in sustainable investments and the importance of addressing climate change for portfolio risk and opportunity.

00:00 Introduction to Sustainability Themes

00:36 Welcome and Guest Introduction

01:21 Dave Ray's Background and Responsible Investing

01:56 Financial Advice for Climate-Conscious Investors

02:25 Engaging Clients in Sustainable Conversations

06:57 Risk and Return in Sustainable Investing

09:48 Misconceptions About Ethical Financial Advice

12:02 Global vs. Australian Sustainable Investments

13:01 Technology's Role in Sustainable Investing

14:55 Urgency of Climate Action in Investing

16:25 Conclusion and Final Thoughts


This podcast uses the following third-party services for analysis:
OP3 - https://op3.dev/privacy
  continue reading

149 episodes

Artwork
iconShare
 
Manage episode 475708735 series 3379485
Content provided by FS Sustainability. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by FS Sustainability or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode of The Greener Way, Michelle Baltazar speaks with Dave Rae, a responsible investment advisor from Unless Financial.

They discuss common myths about responsible investing, affirming it doesn't sacrifice returns and requires global diversification to be successful.

The discussion also highlights the growing role of tech in sustainable investments and the importance of addressing climate change for portfolio risk and opportunity.

00:00 Introduction to Sustainability Themes

00:36 Welcome and Guest Introduction

01:21 Dave Ray's Background and Responsible Investing

01:56 Financial Advice for Climate-Conscious Investors

02:25 Engaging Clients in Sustainable Conversations

06:57 Risk and Return in Sustainable Investing

09:48 Misconceptions About Ethical Financial Advice

12:02 Global vs. Australian Sustainable Investments

13:01 Technology's Role in Sustainable Investing

14:55 Urgency of Climate Action in Investing

16:25 Conclusion and Final Thoughts


This podcast uses the following third-party services for analysis:
OP3 - https://op3.dev/privacy
  continue reading

149 episodes

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