BK 47: (Jun 7, 2022) Your Essential Guide to Sustainable Investing: How to live your values and achieve your financial goals with ESG, SRI, and Impact Investing

 

Hi Everyone...

Our Jun 7th meeting we will discuss the book Your Essential Guide to Sustainable Investing: How to live your values and achieve your financial goals with ESG, SRI, and Impact Investing by Larry E. Swedroe & Samuel C. Adams (Apr 5, 2022). 

With 244 pages it will be approximately 7 pages a day.

Check out the Bio below, I'll add videos as they become available after release of the book:

"Sustainable investing is booming. The investment industry is fast approaching a point where one-third of global assets under management are invested with a sustainable objective.

But do sustainable investment products do what investors expect them to do?
How can an investor tell if their investments are having the social impact they want?
Does that impact come at a financial cost?
And how can investors weave their way through the web of confusing acronyms, conflicting agency ratings, and the mass of fund offerings, confident that they can recognize and avoid corporate greenwashing?

Larry Swedroe and Sam Adams cut through the fog and bring clarity on all of this and more―providing investors with a firm plan for truly sustainable investing.

The authors first define sustainable investing, illuminating the differences between ESG, SRI and impact investing, and reveal who is currently investing sustainably and why.

They then move on to a comprehensive review of the academic research. What does the data really say about risk and return in sustainable investing? What performance can you genuinely expect from sustainable investments? And how are today’s sustainable investors using their influence to drive positive changes for society and the environment?

Finally, this book arms you with a practical guide to investing sustainably, including how to effectively choose your asset allocation strategy, and select the managers and funds through which your money can create the change you want to see in the world.

Your Essential Guide to Sustainable Investing is the definitive go-to resource that investors have been waiting for."
***********
This is what we discussed at the meeting...

* Overall view of the book

* Cost Capital Green increases/Brown decreases

* Graphs

* History of SRI

* Types: ESG, SRI, Impact

* Page 55 image too small

* ESG article I sent saying they are meaningless

* Impact

* Walk the Talk

* E-Risk influences overall Risk

* No Standard Meaning

* Divesting

* Less $

* Electric/Hybrid Cars and Gas Prices

* Influencing Behaviors

* Promoting

* Types of Funds

* Glossary

* Lite ESG Tilt & Heavy ESG Tilt

* Some Backgrounds

* Green Drinks

* Steps on 36-37

* Risk vs Externalities

* Short Term D. H. vs Long Term

* Europe Regulations (Apple)

* p 42-43

* p 132-133

* p 135

* p 138 

** If there is something I have forgotten please email me at greenbkclub@gmail.com and I'll try to get it added ASAP!