Return to Blog

Is ESG investing right for you?

ESG (Environmental, Social and Governance) investing refers to a class of investing that is also known as “sustainable investing.” This is an umbrella term for investments that seek positive returns and long-term impact on society, environment and the performance of the business.  On today's episode of the Wiser Roundtable Podcast, the team discusses the history of ESG investing, if this type of investing is effective or a marketing ploy.

Listen on Apple Podcasts or watch on YouTube:

Brad starts the show by explaining how investors use Environmental, Social and Governance (ESG) factors to invest. He explains the history of ESGs and responsible investing. Casey describes what types of practices fall under each category.

Next, the team describes how companies are rated on ESG characteristics. The longer companies have participated in ESG behavior, the higher the rating. The group discusses if this type of investing really makes a difference or does it just make investors feel better.

Is Europe ahead of the US in terms of ESG? The group discusses if the data supports whether or not these firms are actually ESG friendly. There is no regulation behind the marketing term ESG.

Tesla was added to the S&P late last year and had a large rate of return. The team discusses how this impacted ESGs for the year. Potentially, ESGs are a marketing ploy and a way to charge more for funds. ESGs need to be measured and evaluated over the long-term to ensure investors are not overpaying for these funds.


0:00 Show begins

1:51 What is an ESG?

5:45 ESG rating system

7:31 Does ESG investing make a difference or just make us feel better?

14:37 Is Europe ahead of the US with ESG's?

17:21 Who really wins with ESG?

21:40 What about Tesla?

25:00 Financial advisors need to do their due diligence


Learn more about Casey Smith and connect with him on Twitter.

Learn more about Brad Lyons.

Learn more about Matthews Barnett.

Learn more about Wiser Wealth Management and connect on social media:

Twitter, Instagram, Facebook, LinkedIn, and YouTube.

Learn more about the Wiser Wealth Management Roundtable podcast and access previous episodes.

Wiser Wealth Management, Inc. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

Happy Birthday to Kylie, our Marketing Assistant! Kylie works hard behind the scenes on our website, podcast, social media, and so much more.

Meet Daphne, our Financial Planning Intern. She is studying Finance at The University of Georgia. We are excited she's joined us for the summer!

Your Medicare premium is affected based on which tax bracket you fall within after age 63. IRMAA is your income-related monthly adjustment amount. Watch today's video to learn more about how IRMAA works. #irmaa #medicare

The big question is, will we have a recession in 2022? Watch this video to find out! #recession2022 #recession

Happy birthday to LJ our Video Production Manager! LJ works behind the scenes producing all of our podcasts and videos that we post every week. 🎉



Client Access

Firm Information

Schedule a Meeting
678-905-4450[email protected]
Google Rating
Based on 71 reviews