Investors and advisers are more interested than ever in putting their money to work to better the planet and the people living here. While there’s lots of talk about “making sure your money aligns with your values,” there’s less about how to to do so. Where does one find the data on environmental impact, carbon emissions, social justice, diversity, community impact, biodiversity protection (or harm) and all the other critical ESG metrics when making an investing decision? What does that data look like? How should one weigh those metrics against basic financials?
Max Mintz, a partner and financial planner at Common Interests, and Jina Penn-Tracy, senior wealth manager and co-founder of Centered Wealth, get to the heart of ESG investing with Impact Adventures host Steve Lamb.