In this episode we talk about the changing climate of climate change, and how “impact investing” can affect your client’s portfolio.
Visit PIMCO to find out more about their industry-leading approach to ESG.
Nathan Fradley
Principal Financial Planner and Director at Lime Financial Planning
Nathan Fradley XY
Lime Financial Planning Website
Good for the Bee Podcast
Karen McLeod
Principal Financial Adviser at Ethical Investment Advisers
Karen McLeod LinkedIn
Ethical Investment Advisers Website
RIAA Website
Ethical Advisers’ Co-op Website
David Graham
Senior Financial Planner at Story Wealth Management
David Graham LinkedIn
Story Wealth Management Website
Michelle Brisbane
Managing Director and Adviser at Ethical Investment Services
Michelle Brisbane LinkedIn
Ethical Investment Services Website
Claudia Mah
Investment Research Analyst at Ethical Investment Services
Claudia Mah LinkedIn
Ethical Investment Services Website
Grover Burthey
Executive Vice President and Head of Portfolio Management at PIMCO
Grover Burthey LinkedIn
PIMCO Website
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