In this episode Melissa Joy, CFP®, and Kalita Blessing, CFP® discuss environmental, social, and governance (ESG) investing. Kalita is a Wealth Manager with Quest Capital Management and a Chartered SRI Counselor, which is an investment advisor focusing on sustainable, responsible, and impact investing strategies.
You will learn:
- What is ESG Investing?
- Common myths surrounded ESG investing.
- How are some ways to implement ESG investing into your portfolio?
- What criteria are considered to generate competitive financial returns, while also having a positive societal impact?
Raymond James is not affiliated with and does not endorse the opinions or services of Kalita Blessing. Raymond James is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members. Utilizing an ESG investment strategy may result in investment returns that may be lower or higher than if decisions were based solely on investment considerations. Sustainable/Socially Responsible Investing (SRI) considers qualitative environmental, social and corporate governance, also known as ESG criteria, which may be subjective in nature. There are additional risks associated with Sustainable/Socially Responsible Investing (SRI), including limited diversification and the potential for increased volatility.