Rachel Robasciotti - Investing for Social Justice: Transforming Your Portfolio for a Better Future

Tune in to hear:

- What is Rachel’s origin story and what led her down a path that bridges social justice and finance?

- What is redlining and why will climate change  disproportionately effect already marginalized groups?

- Why did Rachel feel like finance was the best tool at her disposal for approaching social justice issues?

- Rachel gets her investment data directly from the communities that are most impacted by the issues she is fighting for. How does she get this data, how does it differ from more traditional data sources and how does it augment her company's investment process?

- When Rachel was striving to get rid of forced arbitration clauses how did she go about this? Was it through divesting, voting shares, advocacy or some other means?

- How are social injustices potential investment risks and how might a social justice oriented portfolio outperform a more broadly focused portfolio?

- What kind of research does Rachel’s company do on fundamentals to ensure these companies are sound financially in addition to ethically?

- In recent years there have been some pretty vitriolic attacks on ESG - which of these critiques are fair in Rachel’s mind and how can a client reliably distinguish a “real” ESG product from one that is just a marketing ploy?

- Does investing in line with your personal values offer any measurable benefit to your investing behaviors?

Compliance Code: 0431-OAS-2/13/2023

Copy: 0356-OAS-2/7/2023

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