What is ESG and Socially Responsible Investing?
I’ve been hearing a lot from my clients the want to have their portfolios created with investments that are socially responsible, and the next thing I hear is that they’re willing to sacrifice returns as long as their money is going towards companies they want to support.
In today’s video, I start by defining ESG and the difference between that and socially responsible, and I also touch on the belief that returns are compromised when you have an ESG or socially responsible portfolio. Is it an either-or situation?
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Welcome to our videos where we share tips and advice on all topics that help women meet their financial goals.
About the Author
Randa Hoffman is the owner and financial planner at Radiant Wealth Planning, a fee-only financial planning and investment management firm exclusively for women. She helps ease the uncertainty around retirement, tax planning, and transitioning wealth so that women can live a life they’ve always dreamt of. She holds an MBA and EA and lives in Newport Beach, CA.