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#116. Is Socially Responsible Investing worth it? Here's why not.

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Manage episode 355490152 series 2953307
Content provided by Aaron Agte and Trishul Patel, Aaron Agte, and Trishul Patel. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Aaron Agte and Trishul Patel, Aaron Agte, and Trishul Patel 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.

Is ESG investing worth extra fees and opportunity cost? There may be better ways to spend your money.
In this episode, Aaron and Trishul discuss Socially Responsible Investing and ESG investing. Environmental, Social, Governance investing. They discuss the theories around how and why you you would invest in companies with objectives other than pure profit maximization. Trishul argues that if there was any additional ourperformance to be had, the efficient market would already have priced that in. Aaron uses an analogy of female led companies to argue that there may be some bias against non-traditional invesment strategies. But in the end, they both agree that lower investment fees is the way to go.
Women Led Startups received 2.3% of VC Funding
Female Entrenpreneurs Funded by Female VCs
ESGV - Vanguard ESG US Stock ETF
Companies with female leaders outperform those dominated by men
ESG ETFs
What is ESG investing?
Forbes: ESG Investing
Nerdwallet: ESG Investing
Robo-Advisors Socially Responsible Investing
ESG Investing intro
ESG ETF Reports

Aaron Agte and Trishul Patel go beyond traditional finance questions to help you explore how to use your money to achieve the freedom you want in life. Aaron is a Bay Area Financial Planner with GraystoneAdvisor.com, and Trishul is an East Coast Wealth Manager (InvestingForever.com). MindMoneySpectrum.com and YouTube.

  continue reading

142 episodes

Artwork
iconShare
 
Manage episode 355490152 series 2953307
Content provided by Aaron Agte and Trishul Patel, Aaron Agte, and Trishul Patel. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Aaron Agte and Trishul Patel, Aaron Agte, and Trishul Patel 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.

Is ESG investing worth extra fees and opportunity cost? There may be better ways to spend your money.
In this episode, Aaron and Trishul discuss Socially Responsible Investing and ESG investing. Environmental, Social, Governance investing. They discuss the theories around how and why you you would invest in companies with objectives other than pure profit maximization. Trishul argues that if there was any additional ourperformance to be had, the efficient market would already have priced that in. Aaron uses an analogy of female led companies to argue that there may be some bias against non-traditional invesment strategies. But in the end, they both agree that lower investment fees is the way to go.
Women Led Startups received 2.3% of VC Funding
Female Entrenpreneurs Funded by Female VCs
ESGV - Vanguard ESG US Stock ETF
Companies with female leaders outperform those dominated by men
ESG ETFs
What is ESG investing?
Forbes: ESG Investing
Nerdwallet: ESG Investing
Robo-Advisors Socially Responsible Investing
ESG Investing intro
ESG ETF Reports

Aaron Agte and Trishul Patel go beyond traditional finance questions to help you explore how to use your money to achieve the freedom you want in life. Aaron is a Bay Area Financial Planner with GraystoneAdvisor.com, and Trishul is an East Coast Wealth Manager (InvestingForever.com). MindMoneySpectrum.com and YouTube.

  continue reading

142 episodes

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