))
ESG Investing: Is it really what it says it is?
Manage episode 375841020 series 3496133
Content provided by Matt McCoy CFP®, CRPC®, AWMA® and Matt McCoy CFP®. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Matt McCoy CFP®, CRPC®, AWMA® and Matt McCoy CFP® 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.
ESG Investing: What is it? How effective is it REALLY?
We’re putting ESG Investing under the microscope without venturing into politics – yes, that IS possible!
While it might seem that ESG Investing is pretty cut and dry – they’re not polluting the planet so I should invest in them – that’s actually not the case. Currently, there are over 140 firms in the US alone that have different scoring systems for evaluating ESG investment opportunities. So, how can that be anything but subjective?
Could ESG Investing be the right option for you? Maybe. But like anything to do with your finances...let's get all the information we need before moving forward.
Articles Referenced in Discussion:
Biden administration loosens Trump-era investing rules around environment, social and governance funds for 401(k) plans
Wall Street wants to end Trump-era ESG fund rule for 401(k) plans
Securities and financial planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Principles of Financial Planning and LPL Financial are separate entities.
Environmental Social Governance (ESG) has certain risks based on the fact that the criteria excludes securities of certain issuers for non-financial reasons and, therefore, investors may forgo some market opportunities and the universe of investments available will be smaller
FOLLOW PRINCIPLES OF FINANCIAL PLANNING ON SOCIAL!
LinkedIn
Facebook
For more information about Principles of Financial Planning, including disclosures, CLICK HERE.
Securities and financial planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Principles of Financial Planning and LPL Financial are separate entities.
11 episodes
Share
