What is ESG and Socially Responsible Investing?
I’ve been hearing a lot from my clients the want to have their portfolios created with investments that are socially responsible, and the next thing I hear is that they’re willing to sacrifice returns as long as their money is going towards companies they want to support.
In today’s video, I start by defining ESG and the difference between that and socially responsible, and I also touch on the belief that returns are compromised when you have an ESG or socially responsible portfolio. Is it an either-or situation?
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About the Author
Randa Hoffman is the owner and financial planner at Radiant Wealth Planning, a fee-only financial planning and investment management firm exclusively for women. She helps ease the uncertainty around retirement, tax planning, and transitioning wealth so that women can live a life they’ve always dreamt of. She holds an MBA and EA and lives in Newport Beach, CA.
