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EON 73: Investing in the planet

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Manage episode 175556088 series 1080272
Content provided by Mark Wenzel and Mark Wenzel - Principal EON Financial Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mark Wenzel and Mark Wenzel - Principal EON Financial Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

EON speak to Jack Lowenstein from Morphic Asset Management about their global Ethical Investment Listed Investment Company.

Chad Slater & Jack Lowenstein have a rich history in ethical investment, having been at Hunter Hall during its glory days.

Morphic Asset Management have a strong risk management focus which we talk about in depth. This discipline means the returns are achieved with significantly less volatility than if you invested in a broader index. The benefit of this is often hard to see day to day but are a significant benefit for long term investors.

The fund is global focused, so is another opportunity to diversify from the Australian market.

The investment criteria is discussed in detail but will exclude companies that add to global warming, which Jack views as the biggest issue of our time, gambling, alcohol and coal.

This is a great episode for all trustees who want to learn how to invest better and are interested in global and ethical investment.

Compound your wisdom!

  continue reading

81 episodes

Artwork
iconShare
 

Archived series ("Inactive feed" status)

When? This feed was archived on August 30, 2021 22:09 (2+ y ago). Last successful fetch was on August 10, 2019 01:07 (4+ y ago)

Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.

What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.

Manage episode 175556088 series 1080272
Content provided by Mark Wenzel and Mark Wenzel - Principal EON Financial Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mark Wenzel and Mark Wenzel - Principal EON Financial Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

EON speak to Jack Lowenstein from Morphic Asset Management about their global Ethical Investment Listed Investment Company.

Chad Slater & Jack Lowenstein have a rich history in ethical investment, having been at Hunter Hall during its glory days.

Morphic Asset Management have a strong risk management focus which we talk about in depth. This discipline means the returns are achieved with significantly less volatility than if you invested in a broader index. The benefit of this is often hard to see day to day but are a significant benefit for long term investors.

The fund is global focused, so is another opportunity to diversify from the Australian market.

The investment criteria is discussed in detail but will exclude companies that add to global warming, which Jack views as the biggest issue of our time, gambling, alcohol and coal.

This is a great episode for all trustees who want to learn how to invest better and are interested in global and ethical investment.

Compound your wisdom!

  continue reading

81 episodes

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