52 min

ESG Portfolios Series #2 XY Adviser

    • Business News

In this episode we talk about the adviser's approach to discussing ESG investing with their clients.
To find out more about PIMCO’s industry-leading approach to ESG, visit https://www.pimco.com.au/esg-investing
Nathan Fradley
Principal Financial Planner and Director at Lime Financial Planning
Nathan Fradley XY: https://www1.xyadviser.com/members/2345594
Lime Financial Planning Website: https://www.limefinancialplanning.com.au/
Good for the Bee Podcast: https://www.goodforthebee.com/
Karen McLeod
Principal Financial Adviser at Ethical Investment Advisers
Karen McLeod LinkedIn: https://www.linkedin.com/in/karen-mcleod-04026312/
Ethical Investment Advisers Website: https://www.ethicalinvestment.com.au/
RIAA Website: https://responsibleinvestment.org/
Ethical Advisers' Co-op Website: https://www.ethicaladviserscoop.org/
David Graham
Senior Financial Planner at Story Wealth Management
David Graham LinkedIn: https://www.linkedin.com/in/davidgrahamcfpmelbourne/
Story Wealth Management Website: https://storywealth.com.au/
Michelle Brisbane
Managing Director and Adviser at Ethical Investment Services
Michelle Brisbane LinkedIn: https://www.linkedin.com/in/michelle-brisbane-5643842/
Ethical Investment Services Website: https://ethicalinvestments.com.au/
Claudia Mah
Investment Research Analyst at Ethical Investment Services
Claudia Mah LinkedIn: https://www.linkedin.com/in/claudia-mah-21142223/
Grover Burthey
Executive Vice President and Head of Portfolio Management at PIMCO
Grover Burthey LinkedIn: https://www.linkedin.com/in/grover-burthey-b2262112/
PIMCO Website: https://www.pimco.com.au/en-au/experts/grover-burthey
Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/

In this episode we talk about the adviser's approach to discussing ESG investing with their clients.
To find out more about PIMCO’s industry-leading approach to ESG, visit https://www.pimco.com.au/esg-investing
Nathan Fradley
Principal Financial Planner and Director at Lime Financial Planning
Nathan Fradley XY: https://www1.xyadviser.com/members/2345594
Lime Financial Planning Website: https://www.limefinancialplanning.com.au/
Good for the Bee Podcast: https://www.goodforthebee.com/
Karen McLeod
Principal Financial Adviser at Ethical Investment Advisers
Karen McLeod LinkedIn: https://www.linkedin.com/in/karen-mcleod-04026312/
Ethical Investment Advisers Website: https://www.ethicalinvestment.com.au/
RIAA Website: https://responsibleinvestment.org/
Ethical Advisers' Co-op Website: https://www.ethicaladviserscoop.org/
David Graham
Senior Financial Planner at Story Wealth Management
David Graham LinkedIn: https://www.linkedin.com/in/davidgrahamcfpmelbourne/
Story Wealth Management Website: https://storywealth.com.au/
Michelle Brisbane
Managing Director and Adviser at Ethical Investment Services
Michelle Brisbane LinkedIn: https://www.linkedin.com/in/michelle-brisbane-5643842/
Ethical Investment Services Website: https://ethicalinvestments.com.au/
Claudia Mah
Investment Research Analyst at Ethical Investment Services
Claudia Mah LinkedIn: https://www.linkedin.com/in/claudia-mah-21142223/
Grover Burthey
Executive Vice President and Head of Portfolio Management at PIMCO
Grover Burthey LinkedIn: https://www.linkedin.com/in/grover-burthey-b2262112/
PIMCO Website: https://www.pimco.com.au/en-au/experts/grover-burthey
Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/

52 min