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Listen "Building a Sustainable Portfolio: Lessons from Unless Financial's Dave Rae"
Episode Synopsis
In this episode of The Greener Way, Michelle Baltazar speaks with Dave Rae, a responsible investment advisor from Unless Financial.They discuss common myths about responsible investing, affirming it doesn't sacrifice returns and requires global diversification to be successful.The discussion also highlights the growing role of tech in sustainable investments and the importance of addressing climate change for portfolio risk and opportunity. 00:00 Introduction to Sustainability Themes00:36 Welcome and Guest Introduction01:21 Dave Ray's Background and Responsible Investing01:56 Financial Advice for Climate-Conscious Investors02:25 Engaging Clients in Sustainable Conversations06:57 Risk and Return in Sustainable Investing09:48 Misconceptions About Ethical Financial Advice12:02 Global vs. Australian Sustainable Investments13:01 Technology's Role in Sustainable Investing14:55 Urgency of Climate Action in Investing16:25 Conclusion and Final ThoughtsThis podcast uses the following third-party services for analysis: OP3 - https://op3.dev/privacy
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