In this episode Melissa Fradenburg, CDFA®, talks about Environmental, Social and Governance (ESG) investing and shares clips from previous episodes featuring Chartered SRI Counselor Kalita Blessing, CFP® and Perth Tolle, founder of The Life + Liberty Freedom 100 Emerging Markets Index. In this episode you will learn more about sustainable, responsible and impact investing strategies and ways to implement…
Episode 65: Human Rights and Investing with Perth Tolle
In this episode Melissa Joy, CFP® and Perth Tolle discuss freedom-centric investing and why looking at investing through a humanitarian lens can impact returns. Perth is the founder of The Life + Liberty Freedom 100 Emerging Markets Index, which is a freedom-weighted EM equity strategy that uses personal and economic freedom metrics as primary factors…
Category: Financial Planning 101 , Podcast
Episode 55: ESG Investing with Kalita Blessing
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…
Category: Financial Planning 101 , Podcast