Ep 78: Expand Your ESG Investing Expertise — With Michael Young

Ep 78: Expand Your ESG Investing Expertise — With Michael Young

By |

Understanding Environmental, Social, Governance (ESG) criteria points and how they relate to investment portfolios is critical for helping your clients navigate ESG issues.

In this episode, Laura Gregg and David Partain talk with Michael Young, Manager of Educational Programs at US SIF: The Forum for Sustainable and Responsible Investment. They discuss ESG investing and how you can better educate yourself and your clients on the topic to generate new conversations and investment strategies.

Michael discusses: 

  • How US SIF has created tools and programs to support advisors in selling sustainable investments
  • Growing your understanding of ESG alongside your client
  • Tools and resources that can jumpstart your learning and the integration of ESG data points
  • How you can begin to measure impact investing to enhance your client conversations
  • And more

Resources: 

Connect With Michael Young:

Connect With  Laura Gregg: 

Connect With  David Partain: 

About Our Guest:

Michael Young is the Manager of Educational programs at US SIF: The Forum for Sustainable and Responsible Investment. He is responsible for education initiatives, all US SIF course offerings, and private training services. 

He continually develops existing courses, creates educational materials for the US SIF Foundation, and contributes to new materials and resources to advance the field. He presents frequently on sustainable investing at industry events and enjoys sharing the work of US SIF and its membership on podcasts and radio programs. 

Michael’s comments have appeared in the Wall Street Journal, Forbes, Investment News, and Bloomberg, among other publications.
 
Prior to joining US SIF, Michael worked in mutual funds, separately managed accounts, closed-end funds, and exchange-traded funds. His clients ranged from registered investment advisors and financial planning firms and broker-dealer firms to registered investment companies and hedge funds. 

While at AdvisorShares, Michael helped launch the first actively managed fossil fuel free ETF in 2012   

Delta expresses the amount of price change a derivative will see based on the price of the underlying security.



Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

Comments are closed.

Archives

Categories

Important Information

Before investing, carefully consider the FlexShares® investment objectives, risks, charges and expenses.  This and other information is in the prospectus and a summary prospectus, copies of which may be obtained by visiting http://www.flexshares.com.  Read the prospectus carefully before you invest.

Foreside Funds Services, LLC, distributor.

Investing involves risk including possible loss of principal. There is no guarantee that specific strategy will be successful. ETF’s are subject to specific risks, depending on the nature of the underlying strategy of the fund. These risks could include liquidity risk, sector risk, as well as risks associated with fixed income securities, real estate investments, and commodities, to name a few.

The information covered and posted represents the views and opinions of the guests and does not necessarily represent the views or opinions of Northern Trust.

The content has been made available for informational and educational purposes only. The content is not intended to be a substitute for professional investing. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning.

Although we attempt to keep the information complete and current, we do not warrant that the content here is accurate, complete, or current. We make no commitment to update the content and it is your responsibility to verify any information before relying on it. The content of this podcast may include technical inaccuracies.

We may make changes in the products and or services described herein at any time. We provide you this information with the understanding that we are not rendering accounting, legal or tax advice; please consult your legal or tax advisor concerning such matters.