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How direct indexing could supercharge ESG

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Manage episode 489115648 series 3379485
Content provided by FS Sustainability. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by FS Sustainability or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

While still at a very nascent stage in Australia, direct indexing holds great potential – particularly for ESG and responsible investors.

Investing in line with your values is a very idiosyncratic desire as what’s important to one investor can differ greatly for another. Being able to build a low-cost, custom portfolio that removes all the ESG exposures an investor doesn’t want while still tracking a selected benchmark could prove a game-changer in more ways than one.

Briefcase founder and chief executive Josh Persky joins The Greener Way to discuss exactly what direct indexing involves and why it’s important to recognise that each individual investor is different – as are their values.


This podcast uses the following third-party services for analysis:
OP3 - https://op3.dev/privacy
  continue reading

151 episodes

Artwork
iconShare
 
Manage episode 489115648 series 3379485
Content provided by FS Sustainability. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by FS Sustainability or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

While still at a very nascent stage in Australia, direct indexing holds great potential – particularly for ESG and responsible investors.

Investing in line with your values is a very idiosyncratic desire as what’s important to one investor can differ greatly for another. Being able to build a low-cost, custom portfolio that removes all the ESG exposures an investor doesn’t want while still tracking a selected benchmark could prove a game-changer in more ways than one.

Briefcase founder and chief executive Josh Persky joins The Greener Way to discuss exactly what direct indexing involves and why it’s important to recognise that each individual investor is different – as are their values.


This podcast uses the following third-party services for analysis:
OP3 - https://op3.dev/privacy
  continue reading

151 episodes

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