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Your Essential Guide to Sustainable Investing: How to live your values and achieve your financial goals with ESG, SRI, and Impact Investing - Paperback | Diverse Reads

Your Essential Guide to Sustainable Investing: How to live your values and achieve your financial goals with ESG, SRI, and Impact Investing

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Sustainable investing is booming. The investment industry is fast approaching a point where one-third of global assets under management are invested with a sustainable objective.

But do sustainable investment products do what investors expect them to do?
How can an investor tell if their investments are having the social impact they want?
Does that impact come at a financial cost?
And how can investors weave their way through the web of confusing acronyms, conflicting agency ratings, and the mass of fund offerings, confident that they can recognize and avoid corporate greenwashing?

Larry Swedroe and Sam Adams cut through the fog and bring clarity on all of this and more—providing investors with a firm plan for truly sustainable investing.

The authors first define sustainable investing, illuminating the differences between ESG, SRI and impact investing, and reveal who is currently investing sustainably and why.

They then move on to a comprehensive review of the academic research. What does the data really say about risk and return in sustainable investing? What performance can you genuinely expect from sustainable investments? And how are today’s sustainable investors using their influence to drive positive changes for society and the environment?

Finally, this book arms you with a practical guide to investing sustainably, including how to effectively choose your asset allocation strategy, and select the managers and funds through which your money can create the change you want to see in the world.

Your Essential Guide to Sustainable Investing is the definitive go-to resource that investors have been waiting for.

ISBN-13: 9780857199041

Media Type: Paperback

Publisher: Harriman House

Publication Date: 04-05-2022

Pages: 244

Product Dimensions: 6.00(w) x 9.10(h) x 0.60(d)

Age Range: 3 Months

Larry E. Swedroe is the chief research officer for Buckingham Strategic Wealth and Buckingham Strategic Partners. Larry holds an MBA in finance and investments from New York University and a bachelor’s degree in finance from Baruch College. Larry was among the first authors to publish a book that explained the science of investing in layman’s terms, The Only Guide to a Winning Investment Strategy You’ll Ever Need. He has since authored nine more books and co-authored seven books on investing and financial planning. His books have been published in seven languages. Larry is a prolific writer and contributes regularly to EvidenceInvestor.com, AdvisorPerspectives.com, and AlphaArchitect.com. Samuel Adams is CEO and co-founder of Vert Asset Management, a dedicated ESG investment management firm. He has been a featured speaker on sustainable investing at financial advisor conferences in the US, UK, Europe, and Australia. Prior to launching Vert, Sam spent almost 20 years working at Dimensional Fund Advisors. He started Dimensional’s European Financial Advisor Services business and led it for ten years. Sam has a BA in Philosophy from the University of Colorado, Boulder and an MBA in Finance from the University of California, Davis. Sam is an avid mountaineer and cyclist, and is very passionate about the environment.

Table of Contents

Acknowledgments xiii

Foreword Burton Malkiel xv

Introduction 1

Chapter 1 What Is Sustainable Investing? 7

Chapter 2 Methods of Sustainable Investing 18

Chapter 3 Who Is Investing for Sustainability? 25

Chapter 4 Exploring Motivations 36

Chapter 5 The Evolution of ESG Investing 48

Chapter 6 The Performance of Sustainable Investing 58

Chapter 7 The Impact of Sustainable Investing-How Sustainable Investors Are Changing the World 113

Chapter 8 How to Invest Sustainably 140

Conclusion 157

Appendix A The History of SRI 163

Appendix B Should You Hire a Financial Advisor? 168

Appendix C Implementation: ESG Mutual Funds, ETFs, and SMAs 174

Appendix D Resource Guide 179

Appendix E Fund Manager Interview Guide 198

Glossary 201

Notes 211

Index 219