Episode 91 – Exploring ESG with Clémence Chatelin
Join the guys as they have a ‘live’ chat around ESG and investments. ESG is a nuanced topic – so we have the award winning expert Clémence Chatelin to help make sense of it all. Now, break out your crystal balls for No Shizzle Sherlock and enjoy a cheeky #tightasstommo money saving tip in the latest episode . . .
Welcomes & Introductions
Featuring live TV, a Wellbeing Champion of the Year and a deer!
What is todays podcast all about?
The guys unpack what ESG means and how it can be put into practice
The No Shizzle Sherlock Test
Buy low, sell high, repeat
Anon
Sounds easy right? The guys explain why most people are super unsuccessful
#tightasstommo
Batch cooking, no dog food waste and a brilliant tip from Colin Lowe using test cars to save money on chores
Interview with Clémence Chatelin
Introduction, how Clémence took her passion for financial planning and now brings sustainability into the investment process
What does ESG stand for?
A closer look at each area, ethical, sustainable and governance
ESG is a tool to help look at funds, but can be used differently by different people
What does as asset manager do?
Ethical aspect –
- avoiding the worst with negativity screening
- assessing well managed sustainability
Looking for a positive impact in the world, but companies are run by humans and humans are flawed. Invest to help direct a company look for opportunities to improve where possible
Anecdotal evidence of companies engaging with investors, but the news is not well publicised.
Buying into a sustainable fund is less about investments, but more about the stewardship and impact
What is stewardship?
CCLA, small stakeholder group with a BIG voice, a definitive group with set values
Why doesn’t everyone go for sustainable investing?
Shareholder voting – be savvy on the wording and avoid the greenwashing
Conclusions
It is less about what is in your portfolio and more about what the asset manager lobbies – need to work towards real world changes
If you would like to explore what Clémence Chatelin is doing at CCLA, click here to head over to the website.
Do you have any financial wellbeing questions you would like us to answer? Or do you have a #tightasstommo money saving tip you would like to share with our listeners?
If so, let us know by going to Twitter @Finwellbeing or email – contact@financialwell-being.co.uk
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