Listen "How to Build a Sustainable Investment Strategy That Pays Off"
Episode Synopsis
Can you align your values with strong financial returns? In this episode, we challenge the misconception that sustainable ETFs lag behind traditional funds. With ESG fund inflows slowing and concerns about greenwashing on the rise, it’s more important than ever to know how to identify sustainable ETFs that truly deliver impact and performance. Using data-driven criteria, we’ll show you how to build a portfolio that balances both profit and purpose.Identify what matters most to youWhether your focus is excluding fossil fuels or supporting fair labor practices, learn how to find ETFs that reflect your ethical priorities. We’ll guide you through using key resources like ETF fact sheets, Morningstar ratings, and S&P Global research to make informed choices.Diversify with a global perspectiveDiscover why blending local and international exposure is essential for a resilient, balanced sustainable portfolio.Choose ETFs built to lastUnderstand the critical factors—fund size, performance history, fees, and physical replication—to avoid swap-related risks and select ETFs that stand the test of time.justETF (https://www.justetf.com/) — Comprehensive screening, comparison, portfolio planning, and ETF fact sheets for European ETFsASX Website / MarketIndex (https://www.asx.com.au/) — Key resource for Australian ETFsS&P Global Research — Benchmark ESG performance and carbon risk with S&P climate benchmarks and Climate Transition Benchmarks (CTBs)Australian ETFsVESG — Vanguard Ethically Conscious International ShareGRNV — VanEck MSCI Australian Sustainable EquityEuropean ETFsiShares MSCI World SRI — Best-in-class ESG large/mid-cap index with strict exclusionsiShares MSCI EM SRI — Sustainable emerging markets counterpart with deep ESG exclusionsiShares MSCI Europe SRI — European market sustainable ETF with strong exclusions📌 What You'll Learn🔧 Essential Research Tools✅ Sample Sustainable ETF PortfoliosDisclaimer: The content provided in the masterclass is for general educational and informational purposes only and does not constitute financial advice, investment recommendations, or an offer to buy or sell any financial instruments. All investments involve risk, including the potential loss of capital. You should assess your individual financial situation and objectives carefully, and consider seeking advice from a licensed financial advisor or qualified professional before making any investment decisions. Past performance is not indicative of future results. The responsibility for all investment decisions rests solely with you.
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