This episode has Aden and David discussing what socially responsible investing (SRI) is and how Capital Partners approaches it. SRI considers an investment’s impact on the environment, society and ability to generate returns. Capital Partners created a sustainable investment solution after a client expressed concern about holdings in fossil fuel companies.
0:02:48-0:03:01 – SRI considerations
0:17:35-0:18:09 – Capital Partners’ sustainable portfolios
0:19:02-0:20:32 – Performance expectations
0:18:09-0:18:33 – Diversification in Australia and globally
0:23:59-0:24:53 – Values led decisions
Resources:
Sustainable Investing Whitepaper
SRI slides
