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Impact Investing #3

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Manage episode 415499172 series 1398082
Content provided by Ensombl. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ensombl 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.

In this instalment, Karen is joined by James Baird, Director and Principal Advisor at JustInvest Financial Planning. They chat about the integration of impact investing into their investment philosophy and processes, and the need for a strict risk profiling and process-driven approach to ensure that investments align with clients' values while providing diversification, income generation, and growth drivers.

James Baird LinkedIn: https://www.linkedin.com/in/james-baird-1374a910/ JustInvest Financial Planning Website: https://www.justinvest.net.au/ Karen McLeod LinkedIn: https://www.linkedin.com/in/karen-mcleod-04026312/

To learn more about Impact Investing, contact your T. Rowe Price Relationship Manager https://ensombl.com/go/20240501

Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/

General Disclaimer – https://www.ensombl.com/disclaimer/

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894 episodes

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Impact Investing #3

Ensombl Advice Australia

20 subscribers

published

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Manage episode 415499172 series 1398082
Content provided by Ensombl. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ensombl 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.

In this instalment, Karen is joined by James Baird, Director and Principal Advisor at JustInvest Financial Planning. They chat about the integration of impact investing into their investment philosophy and processes, and the need for a strict risk profiling and process-driven approach to ensure that investments align with clients' values while providing diversification, income generation, and growth drivers.

James Baird LinkedIn: https://www.linkedin.com/in/james-baird-1374a910/ JustInvest Financial Planning Website: https://www.justinvest.net.au/ Karen McLeod LinkedIn: https://www.linkedin.com/in/karen-mcleod-04026312/

To learn more about Impact Investing, contact your T. Rowe Price Relationship Manager https://ensombl.com/go/20240501

Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/

General Disclaimer – https://www.ensombl.com/disclaimer/

  continue reading

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