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

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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