ABOUT THE GUESTS

Brian Perry
ABOUT Brian

In addition to overseeing Pure’s investment offering and platform, Brian works closely with Pure’s financial advisors, helping provide them with the tools and resources necessary to serve their clients and continue the firm’s mission of providing the highest quality financial education and planning to as many people as possible. He has been actively involved in [...]

ABOUT HOSTS

Joe Anderson
ABOUT Joseph

As CEO and President, Joe Anderson has created a unique, ambitious business model utilizing advanced service, training, sales, and marketing strategies to grow Pure Financial Advisors into the trustworthy, client-focused company it is today. Pure Financial, a Registered Investment Advisor (RIA), was ranked 153 out of 715 RIA’s nationwide by total assets under management by [...]

Alan Clopine
ABOUT Alan

Alan Clopine is the CFO & Chairman of the Board of Pure Financial Advisors. He has been an executive leader of the Company for over a decade. As CFO he is responsible for the financial operations of the company as well as investor relations. Alan joined the firm in 2008, about one year after it [...]

Large monetary returns are not the only thing some investors are looking for when they invest in the stock market. Some are looking to drive more money into companies that are environmentally friendly or that are working to have a positive social impact. The megatrend of developing portfolios with a purpose is given a range of names from sustainable investments to ESG (Environment, Social, Governance). Financial professionals Joe Anderson and Alan Clopine take a look at the pros and cons of putting together a portfolio with a purpose. Special guest Brian Perry discusses the challenges of knowing which companies even qualify as having a small carbon footprint or championing social issues. If you are looking to join the megatrend this show is a must-see!

Important Points:
(01:06) – Sustainable Investing

(02:00) – Portfolios with a Purpose

  • What Is The Megatrend
  • Ways to Invest and Have an Impact
  • Megatrend Myths
  • Megatrend Shortfalls

(03:20) – Principles of Responsible Investing

  • Environment
  • Social
  • Governance

(05:05) – Important Factors to ESG Investors

(09:51) – Sustainable Investing

(14:44) – Portfolios With A Purpose: Shortcomings

(16:55) – Ignore the Hype: Financial Strategies Beyond the Media-Driven Mayhem

(22:01) – Ask the Experts

(24:37) – Pure Takeaway: Portfolios With A Purpose

  • Right for You?
  • Educate Yourself About ESG Ratings
  • Avoid Greenwashing
  • Maintain Your Financial Goals

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