Are you wondering if environment, social and governance investing is just a tree hugger fad? Perhaps you feel called to invest with your conscience and want to know more. With the help of a top expert in the field, we examine ESG investing and discuss whether it can be a worthwhile venture.
In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, host Tom Kennedy considers socially responsible investing with Robin Freeman from Legg Mason. Together, they cover which companies are included, whether ESG investors should expect to make sacrifices or take on additional risk in their portfolios, and where the US stands among the international market when it comes to social responsible investing.
Host Bio: Tom Kennedy, CFP®
Tom joined Global Wealth Advisors in our Houston, Texas office in 2018 and became a managing partner in 2021. With over a dozen years of experience, he serves as our host of Your Money Momentum, a GWA podcast on financially related topics. He graduated from the University of Colorado at Boulder with a Bachelor of Science in Finance and holds the CERTIFIED FINANCIAL PLANNER™ certification which is awarded by the Certified Financial Planner Board of Standards, Inc. In a partnership between Columbia University’s Earth Institute and Alliance Bernstein, he also earned the Climate Change and Investment Academy Certificate. In 2021 he was elected to serve on the board for United Against Human Trafficking where he assists the nonprofit with business planning, fundraising, and providing trafficking survivors with the financial skills necessary to reduce risk of revictimization. He holds the FINRA Series 6, 7, 63 and 66 securities registrations with Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Advisor.