Introducing the Ethical Investment Series! This five part series is designed to help financial advisers start incorporating ethical investments into their advice. In this first installment, Clayton talks with James Tayler from Morphic Asset Management. James gives us insights into what a 25 year career in asset management can teach you about the benefits of ESG investing.
Episode Resources:
Morphic Asset Website: www.morphicasset.com
James Tayler Linkedin: https://www.linkedin.com/in/james-william-tayler-547739a/
Additional resources: https://www.responsiblereturns.com.au/ & http://www.ethicaladviserscoop.org/
General Disclaimer – https://www.xyadviser.com/disclaimer/
This podcast is sponsored by Goodments. (https://goodments.com/) Established in 2017, Goodments creates sustainable investing solutions for advice professionals and retail customers. Focusing on tools that help customers engage with sustainable and responsible investing, our goal is to play a key role in redirecting capital to environmentally sustainable, socially responsible and ethical business. The Goodments Adviser portal is a Discovery, Analytics, Research and Advice support tool, designed to give Advisers the confidence to determine their customer's responsible investing needs, analyse portfolio holdings, and access institutional grade ESG research for over 7,000 global equities, ETFs and funds.
New XY platform now available:
App Store https://apps.apple.com/au/app/xy-adviser/id1480066542
Google Play https://play.google.com/store/apps/details?id=com.mightybell.xyadviser&hl=en_AU
Desktop https://www.xyadviser.com/
Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/
20% off for XY+ members https://www.xyadviser.com/plus