In this episode, host Belle Osvath, CFP® interviews Liz Simmie co-founder of Honey Tree Investment Management. They discuss the importance of ESG (Environmental, Social, and Governance) data in investment analysis. Contrary to being a niche element, Liz argues that ESG data should be considered fundamental to assessing a company's viability for long-term growth and risk. Her firm, Honey Tree, integrates ESG data alongside traditional financial metrics, viewing it equally significant.

Liz highlights that many traditional investors perceive ESG data as a constraint that might detract from returns. However, she posits that companies with strong ESG practices tend to perform better in the long run, debunking the myth that ESG considerations undermine financial performance. Liz also sheds light on the history and evolution of ESG investing and underscores the depth and significance of ESG beyond current market trends.

https://www.linkedin.com/in/liz-simmie-2b59173/

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The Smarter Planner Podcast is a product of the Financial Planning Association National Capital Area Chapter (FPA NCA). All information is for educational and informational purposes only. Belle Osvath and the FPA NCA do not endorse or recommend any people, products, or services featured or discussed in this podcast.

Ep 31: Beyond the Greenwash: Using ESG as Core Investment Data - Liz Simmie [Founder])