Build sustainable, responsible portfolios that reflect the values of your retail clients
In The Sustainable Investor: Responsible, Impactful, and Values-Driven Investing Strategies and Practices for Financial Professionals, the Founder and Director of Sustainable Investing at Earth Equity Advisors, Peter Krull, delivers a timely and insightful discussion of sustainable investing and responsible portfolio construction. In the book, you'll learn how to help your retail clients build solutions-based, sustainable, responsible, and impact-driven portfolios that actually reflect their values. You'll also learn how to avoid the greenwashed, "less-bad" investments so commonly found in the products and portfolios of major Wall Street firms seeking to use ESG primarily as a growth vehicle.
The book also offers:
- A history of the Socially Responsible Investing movement, including its descendants: Environmental, Social, and Governance (ESG) Investing and Sustainable, Responsible, and Impact (SRI) Investing
- Why labels like ESG and SRI matter, what they mean, and how they're different
- An explanation of how major Wall Street firms hijacked the ESG investing philosophy and turned it into a vehicle for asset accumulation
A perfect resource for financial advisors, planners, and other finance professionals, The Sustainable Investor is the ideal roadmap to values-driven investing strategies that meets the needs of retail investors who seek to make a positive difference in the world with their money.
Binding Type: Hardcover
Publisher: Wiley
Published: 11/03/2025
ISBN: 9781394253517
Pages: 304
