SRI360 Revisited: Is Your Portfolio Aligned With Your Values? (#068)

SRI360 | Socially Responsible Investing, ESG, Impact Investing, Sustainable Investing

In this episode, instead of bringing you a long-form interview with a world-class investor, I thought I’d do something different. This time, I’m revisiting the book that inspired this podcast: Sustainable and Responsible Investing 360: Lessons Learned from World-Class Investors.

As we step into a new year, it’s the perfect time to reflect on the choices we make and remind ourselves how sustainable and responsible investing became significant in the first place. We’ll explore why so many investors now see it as a future-proof investment trend and why more are considering the broader impact their portfolio returns have on others.

This episode is designed to do just that, featuring three chapters from the audiobook version of Sustainable and Responsible Investing 360: Lessons Learned from World-Class Investors. It’s an opportunity to revisit the foundational "why" behind sustainable investing – not as just a trend, but as a necessary shift in how we think about finance and its role in the world.

These chapters are narrated by the talented veteran actor Graham Rowat. The book is designed to be easy to navigate – you can read it from cover to cover or jump to specific topics that interest you.

The book begins with an overview of sustainable and responsible investing – its challenges, opportunities, and importance – before transitioning to interviews with 26 professional investors who have broken new ground in responsible investment

At the start of this new year, I wanted to share these three chapters as a chance to reflect on what truly matters. My hope is that they inspire you to think differently about your financial decisions and their potential to align with a more sustainable future.

If you are interested in checking out the rest of the audiobook, which is produced and copyrighted by Ascent Audio, you can find it on Audible, Apple, Google, Spotify, or wherever you find your favorite audiobooks.

Please enjoy… and thank you for listening.

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The SRI 360° Podcast is focused exclusively on sustainable & responsible investing.
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Key Takeaways:

• Intro (00:00)
• CHAPTER 1 - Why Sustainable & Responsible Investing? (04:06)
• Enter Sustainable and Responsible Investing (08:48)
• Migrating Into the Mainstream (10:12)
• Sustainable & Responsible Investing Acronyms and SRI (11:49)
• ‘I Don’t Have to Tell You Things Are Bad’ (15:07)
• COVID-19 Pulled Back the Curtain (21:33)
• ‘I Have Not Yet Begun to Fight’ (24:43)
• ‘The Times They Are a-Changin’ (32:17)
• Taming the 400-Pound Gorilla in the Room (34:18)
• Gaining Traction and Altitude (36:30)
• Wide Road Ahead (38:19)
• CHAPTER 2 - Why SRI is a Future-Proof Trend (44:25)
• Millennials Bank the Next Great Wealth Transfer (49:22)
• CHAPTER 3 - Aligning Investment Portfolios with SRI Values (55:59)
• Asset Classes (01:04:48)

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Additional Resources:

Order ‘Sustainable & Responsible Investing 360°: Lessons Learned from World Class Investors’ on Amazon