Ep 10 - Index & ESG Investing

In 𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞 – 𝐈𝐧𝐝𝐞𝐱 𝐚𝐧𝐝 𝐄𝐒𝐆 𝐈𝐧𝐯𝐞𝐬𝐭𝐢𝐧𝐠, hosts Teneale Laister & Kelsey Dent are joined by Investment Specialist (Strategy and Research) Libby Newman from Vanguard Australia. Vanguard is one of the world's largest investment management companies, offering a wide range of investment options and superannuation to investors and financial advisers.

With more than 25 years of experience in the financial services industry, Libby breaks down what index-style investing is and Vanguard’s approach to investments. Also covered in this in-depth interview are discussions on speculative and evidence-based investment styles, and of course, the current hot topic in the investment world, ESG Investing. 

Don’t miss this episode of Wealth Experience.

 

RESOURCES:
Vanguard Australia Personal Investor

 

Disclaimers:
The mention of any specific investment products, companies, or services in this podcast does not imply endorsement or recommendation. We encourage you to conduct your own research and due diligence before engaging in any investment activities.

ESG stands for Environmental, Social, and Governance. While there is a general consensus on the broad categories encompassing ESG, it's crucial to note that different organizations, institutions, and regions may have varying definitions and interpretations of what falls under each category. Therefore, there can be discrepancies in how ESG factors are assessed and classified.

Investing in securities, including ESG-focused investments, involves risks. The value of investments may fluctuate, and past performance is not indicative of future results. We encourage you to carefully consider the risks associated with investing and seek professional advice if needed. 

You should consider your objectives, financial situation or needs, and the relevant Product Disclosure Statement (“PDS”) and/or IDPS Guide ("the Guide"), before making any investment decision. You should also refer to the Target Market Determinations TMD of any product before making any investment decision. 

 

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