Planet Profits Podcast

Joe Pelusi
Planet Profits Podcast

Join me, Joe Pelusi, a sustainable financial advisor, as I dive deep into transformative conversations with a diverse range of guests—both experts and everyday voices. Together, we explore the pressing challenge of investing amidst the most significant climate crisis humanity has ever faced. On "Planet Profits Podcast," we tackle the pivotal questions: How can we strategically invest our time and resources to benefit our personal portfolios while simultaneously safeguarding the future of humanity and our planet?

Épisodes

  1. 4 AVR.

    Lacey Huebel from Dimensional

    In this episode of "Planet Profits Podcast", Joe interviews Lacey Huebel, the head of responsible investment for North America at Dimensional Fund Advisors. Dimensional is an asset manager that has been around since the early 80s and focuses on developing well-diversified strategies that are more likely to outperform over longer time periods. They have a close relationship with financial advisors and believe in the value of working with stellar investment advisors. Lacey shares her passion for environmental sustainability and how it is ingrained in her personal and professional life. She manages portfolios for Dimensional and works on their responsible investment efforts, which are tied into their environmental sustainability-focused strategies. In this conversation, Joe and Lacey discuss various aspects of sustainable investing and Dimensional's approach to it. They highlight the importance of carbon reporting and how it is a relatively new field that continues to improve. Lacey emphasizes the role of data quality in sustainable investing and Dimensional's commitment to using high-quality, objective data. They also discuss Dimensional's approach to fossil fuel holdings, which focuses on a continuum of emissions profiles and sustainable business practices. Lacey explains that Dimensional aims to reflect the broad nature of the climate change problem and considers both the supply and demand sides. They also touch on shareholder engagement and the importance of voting on proxy proposals and director elections to promote shareholder interests and values. Finally, they address the performance of sustainable funds and how Dimensional's strategies are designed to achieve long-term outperformance while incorporating investors' values.

    56 min
  2. 06/12/2023

    Sustainable Real Estate Investing & Beer With Sam and Sarah Adams

    Summary Sam and Sarah Adams of Vert Asset Management join our host to discuss beer, sustainable real estate investing and the importance of shareholder advocacy in achieving positive impact. They explain the difference between REITs and real estate funds, as well as the transition from a mutual fund to an ETF. The Adams highlight the financial performance of sustainable real estate investments and the role of academics in identifying important sustainability issues. They also discuss the impact of emissions and energy efficiency in real estate and the need for global investments in the sector. The conversation concludes with recommendations for the real estate industry to address the climate crisis. Takeaways Sustainable real estate investments can deliver competitive market rates of return without sacrificing positive impact. Emissions in real estate come from embodied carbon in building materials, operational carbon from electricity use, and facility emissions from gas and other appliances. Academics play a crucial role in identifying important sustainability issues and measuring the financial performance of sustainable real estate investments. Global investments in real estate provide diversification and exposure to different sectors and countries. The real estate industry should focus on retrofitting older buildings, setting net-zero targets, and engaging in energy audits to improve sustainability. Dogfish Head is good beer, as is Sam Adams. The guys particularly like Wicked Hazy, Wicked Easy, and the 90 Minute IPA. Chapters 00:00 Beer Recommendations and Intro to Vert Asset Management 07:57 Difference between REITs and Real Estate Funds 10:09 Transition from Mutual Fund to ETF 11:37 Performance and Learning Curve of Sustainable Real Estate 15:32 Emissions and Energy Efficiency in Real Estate 24:08 Global Investments in Real Estate 27:23 Role of Academics in Real Estate Investing 32:07 Recommendations for Real Estate to Address Climate Crisis

    37 min
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À propos

Join me, Joe Pelusi, a sustainable financial advisor, as I dive deep into transformative conversations with a diverse range of guests—both experts and everyday voices. Together, we explore the pressing challenge of investing amidst the most significant climate crisis humanity has ever faced. On "Planet Profits Podcast," we tackle the pivotal questions: How can we strategically invest our time and resources to benefit our personal portfolios while simultaneously safeguarding the future of humanity and our planet?

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