The Meb Faber Show - Better Investing cover image

The Meb Faber Show - Better Investing

Liz Simmie, Honeytree – A Quantamental Approach to ESG | #514

Dec 27, 2023
Liz Simmie, co-founder Honeytree Investment Management, discusses the strategy of their ESG-focused ETF and provides insights on the process of launching an ETF. They explore stakeholder governance, integrating ESG data, challenges of implementing ESG approach in the Canadian market, evaluating companies based on board diversity and governance, aligning long-term goals and efficiency, future of ESG reporting and pay equity, ESG investing and exclusion of pharmaceutical companies, and efforts of oil sands companies in addressing diversity and reducing emissions.
56:11

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • B's ETF focuses on responsibly growing companies with stakeholder governance and a net positive impact on the world.
  • Launching an ETF requires understanding the target market, distribution strategy, and market fit.

Deep dives

ESG-focused ETF B's strategy

Liz Simmy, co-founder of Honey Tree Investment Management, discusses the strategy of B's, an actively managed ESG-focused ETF that focuses on responsibly growing companies with stakeholder governance and a net positive impact on the world. She challenges existing ESG frameworks and emphasizes the importance of integrating ESG data as fundamental company data in security selection.

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