Paul Merriman talks with Larry Swedroe and Sam Adams about their new book, Your Essential Guide to Sustainable Investing: How to live your values and achieve your financial goals with ESG, SRI, and Impact Investing https://amzn.to/3KiV1Vh, and they address a broad range of audience questions. Larry is a prolific and respected academic-based writer committed to helping investors find better ways to invest. Co-author Sam, CEO of Vert Asset Management and former DFA advisor, describes himself as both an environmentalist and a capitalist.

Topics include:

• The history of the Socially Responsible Investing movement

• Definitions of ESG, SRI, Impact investment

• How different methodologies and outcomes depending on motives of investor

• Risk and return for investors and

• What are ESG scores?

• How “sin stocks” have out-performed high ESG-scored companies until recently

• Growth and value stocks

• How investor demand for better ESG scores is changing corporate behavior

• What is factor investing? and Larry’s book, Complete Guide to Factor Based Investing

• How to apply asset classes and factors

• Active or passive management of ESG funds?

• The importance of investor commitment

Paul Merriman talks with Larry Swedroe and Sam Adams about their new book, Your Essential Guide to Sustainable Investing: How to live your values and achieve your financial goals with ESG, SRI, and Impact Investing [insert Amazon affiliate link spelled out], and they address a broad range of audience questions. Larry is a prolific and respected academic-based writer committed to helping investors find better ways to invest. Co-author Sam, CEO of Vert Asset Management and former DFA advisor, describes himself as both an environmentalist and a capitalist.

Paul suggests that this book is “a must read” for all trustees and board members of non-profit organizations who want to get into the ESG business. He also plans for his Foundation’s team to develop a list of recommended portfolios for ESG funds for his subscribers at paulmerriman.com.



Jim Hopper, executive director of the Bainbridge Community Foundation , introduces this Financial Literacy Month event co-sponsored by BCF and The Merriman Financial Education Foundation , and coordinated by Paul Merriman.