Individual Investor Show: The ESG Playbook for the Socially Conscious

According to a 2021 study by the Morgan Stanley Institute for Sustainable Investing, 79% of individual investors and 99% of millennials in the U.S. are interested in sustainable investing. However, it’s important to understand what sustainable investing entails and how companies are graded, especially when it comes to corporate greenwashing.
For this episode, AAII Journal editor Charles Rotblut, CFA, and assistant editor Anine Sus chat with Larry Swedroe about his new book, “Your Essential Guide to Sustainable Investing,” which highlights how environmental, social and governance (ESG) ratings are impacting individual investors and corporations.
In the second part of the broadcast, we ask Matt Bajkowski about his latest article in the May 2022 issue of the AAII Journal, “The Difference Between Sustainable Investing and Impact Investing,” which looks at investing with a focus on financial returns versus investing with a focus on social- and ethical-based outcomes.
Watch or listen to this episode and learn:
How investors can weave through the web of confusing acronyms and conflicting agency ratings to be confident in recognizing and avoiding corporate greenwashing
How investors can choose an actively managed ESG exchange-traded fund (ETF)
The key differences between sustainable investing and impact investing
May 2022 AAII Journal (www.aaii.com/j...)
ESG Segment
Addressing the Challenges ESG Investors Face, an interview with Larry Swedroe (www.aaii.com/j...)
“Your Essential Guide to Sustainable Investing,” by Larry Swedroe and Samuel C. Adams (www.amazon.com...)
MSCI ESG Ratings (www.msci.com/o...)
AAII Sustainable Investing (ESG) Community (community.aaii...)
Sustainable Investing Segment
The Difference Between Sustainable Investing and Impact Investing, by Matt Bajkowski (www.aaii.com/j...)
AAII ETF Guide (www.aaii.com/g...)
AAII Mutual Fund Guide (www.aaii.com/g...)
ETF+ Screener (www.aaii.com/e...)
Funds+ Screener (www.aaii.com/f...)
Socially Responsible Stock ETFs (www.aaii.com/e...)
Socially Responsible Equity Stock Funds (www.aaii.com/f...)
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The American Association of Individual Investors is an independent, nonprofit corporation formed for the purpose of assisting individuals in becoming effective managers of their own assets through programs of education, information and research.
Individual Investor Show: The ESG Playbook for the Socially Conscious | AAII