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Values Investors Podcast | Socially Responsible Investing, ESG, Ethical, Impact, Sustainable Investments

By Bill Holliday, CFP

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SRIESG Podcast focuses on providing information about Socially Responsible Investing (SRI) and ESG (Environmental, Social, Governance) Investments. SRI and ESG investing is an investment strategy seeking to maximize both financial return and social good. The SRIESG podcast was created to help make SRI easy for socially conscious investors who are concerned about how they invest and want to make change in our society through their investments.

Customer Reviews

Practical and Personal Financial Examples

Great blog Bill. Hearing about your own personal thoughts and expiences is so helpful as a guide to our own situation. Thanks.

wonderful, sensible, knowledgeable!

This is an excellent podcast! Bill is doing a great job educating people about how to handle money sensibly, and is doing a very special service with education about socially responsible investing (also often called ESG investing--environmental, social, governance). In addition to his own teaching on the podcast, he sometimes interviews experts--such as people with the Calvert Mutual Funds, or Green Century Mutual Funds--people whose job it is to screen the investments these funds make (i.e., screen out the bad actors, screen in the good ones), as well as to sometimes engage in shareholder activism to prod companies toward more responsible behavior. All this while earning competitive returns on investment dollars. Along the way, Bill gives very sensible advice about each investor figuring out his or her own risk profile (what they are comfortable with), as well as information about how to reduce costs associated with holding mutual funds (i.e., those pesky little expense ratios that can really eat away the returns over the years). And not everything is about investments….for example, Bill had an excellent program devoted to Social Security (I'm 60, and am thinking about it….), and I learned many things about this important program that I did not know before. Thanks, Bill!

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  • Free
  • Category: Investing
  • Language: English

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