CAPitalize Your Finances with ESG Investing (Or Not?) – Episode 66

I’ve been getting quite a number of questions from people who want to know about something called Environmental, Social, and Governance Investing – ESG for short.  It has to do with evaluating companies based on things like corporate climate policies, how they deal with pollution and waste, natural resource conservation, are they aware of things such as diversity, equity and inclusion, etc.

This type of investing isn’t new; in fact, it’s been around for almost 20 years.  But it really took off around 2015, when investors, having been burned by the corporate malfeasance that led to the 2008 meltdown, had some extra funds to invest as the markets recovered.

So what’s my take on all of this?  Is it really all it’s cracked up to be?  I’ve got some insight that may surprise you.  Tune in to today’s episode and learn all about how to CAPitalize your finances with ESG – or maybe NOT!

Important Information:

You should always seek counsel of the appropriate advisor prior to making any investment decision. All investments are subject to risk including the loss of principal.

Environmental Social Governance (ESG) has certain risks based on the fact that the criteria excludes securities of certain issuers for non-financial reasons and, therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.

Christopher Panagiotu is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC. The investment professionals are affiliated with LPL Financial and are conducting business using the name CAPitalize Your Finances, a separate entity from LPL Financial. LPL ART-442732 (06/23​)

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