top of page
Search
  • roshanloungani

Investing aligned with your values

Updated: Apr 7, 2021

RL056 – Retirement Lifestyle: Investing aligned with your values


This episode of the Retirement Lifestyle Show focuses on sustainable investing. What is sustainable investing? How can you incorporate it into your portfolio? These are among the topics and more that we discuss to see how investing along with your values can fit into your financial future.


[04:55] EGS as a Subset of Value-Based Investing

[09:10] Components of EGS Investing

[13:24] How to Implement EGS investing

[17:30] Risk Versus Returns

[28:39] Practical Examples of how Sustainable Investing Affects our Communities.

[33:18] Investment opportunities in the EGS Space

[41:50] How Tech Firms Perform in the EGS Space

[45:55] Impact Versions of Private Investments


Roshan Loungani can be reached at roshan.loungani@aretewealth.com or at 202-536-4468.


Erik Olson can be reached at erik.olson@aretewealth.com or 815-940-4652.


Adrian Nicholson can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905.

Listen to the whole episode on our website here: https://www.retirewithroshan.com/podcast


OR for links to your favorite platform like Spotify, iTunes and so on go here:


Select episodes, like this one can be found on YouTube:





All opinions expressed by podcast hosts and guests are solely their own. While based on information that they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only, and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.

486 views0 comments

Comments


bottom of page