Financially Intentional

Conversations with a CFP, Vol. 44 - Throwback Episode: An Introduction to Responsible Investing

January 11, 2021 Marie Thomasson
Financially Intentional
Conversations with a CFP, Vol. 44 - Throwback Episode: An Introduction to Responsible Investing
Show Notes

We are running this throwback episode as a sort of summary or refresher of the past ten episodes we had with our guest CFP, Marie Thomasson of Modern Assets. This gives us a better understanding of the collective way of doing impact investing and changing our mindset from being just investors, to those who can impact change while doing so. We cover:

  • The history of Socially Responsible/Sustainable Investing
  • How climate change sparked ESG investing
  • Fees and returns in ESG portfolios
  • Why the fees are higher
  • Transition to Impact Investing

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