ABOUT THE GUESTS

Brian Perry
ABOUT Brian

Brian has been actively involved in the financial markets for more than 20 years and has worked as a portfolio manager, strategist, and trader. At Pure Financial Advisors, Brian uses his extensive investment background and focus on behavioral finance to help clients navigate turbulent markets and stay on course towards their financial goals. Prior to [...]

ABOUT HOSTS

Joe Anderson
ABOUT Joseph

As President of Pure Financial Advisors, Joe Anderson has led the company to achieve over $2 billion in assets under management and has grown their client base to over 2,160 in just ten years of the firm opening. When Joe began working with Pure Financial in 2008, they had almost no clients, negative revenue and no [...]

Alan Clopine
ABOUT Alan

Alan Clopine is the CEO & CFO of Pure Financial Advisors. He currently leads Pure Financial Advisors along with Michael Fenison and Joe Anderson. Alan joined the firm about one year after it was established. At that time the company had less than 100 clients and approximately $50 million of assets under management. As of [...]

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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