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 investng is effective or a marketing ploy.

Listen on Apple Podcasts 

Or through 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.

On today's podcast, the team talks about the differences between active vs passive investing. There are two very passionate sides to this long-time debate in our industry. Which approach is best? #passiveinvesting #typesofinvesting

Our firm is growing rapidly, and we are excited to add new team members! For detailed job descriptions and to apply, visit the careers page on our website.

#hiring #jobopening #internship #hiringnow

We think you should fire you small cap mutual fund manager! Watch this video to learn why. #mutualfund #smallcap #invest #investing #investments

Money matters are emotional because our livelihoods, families, and dreams can be greatly impacted by our financial decisions. Read today's blog to see if your investment behavior may be costing you. #invest #investingbehavior #investment

The US Federal Reserve, concerned about a deep recession has manipulated interest rates to help create certain conditions, but with rising inflation, low rates will disappear. Does this mean stock values will too? #interest #interestrates #investing

125 Church Street NE
Carmichael Building, Suite 220
Marietta, Georgia 30060



Client Access

Firm Information