the power of sustainable investingpowerpoint presentation author: tim nash created date: 4/4/2019...
TRANSCRIPT
March 20, 2019
The Power of Sustainable
Investing
Acknowledgements
Investing comes with privilege -Household median income is only $57,000
-1/3 Canadians don’t have RRSP or TFSA
Sustainable investing is not a panacea
Traditional Investing
Traditional Investing
Traditional Investing
Own Companies Like:
Exxon
Philip Morris
Lockheed Martin
TransCanada
Barrick Gold
…
Business Case for
Sustainability
1. More Efficient
2. More Productive
3. More Innovative
Sector Amount US $
Renewable Energy $3,864,203,673,121
Energy Efficiency $2,038,487,667,163
Life Systems $1,891,555,846,366
Green Construction $1,072,360,379,757
Corporate Green R&D $504,946,810,262
Grand Total $9,371,554,376,669
Sustainable Portfolios
ESG + ETF =
Environmental, Social, Governance data
Exchange-traded funds
https://ca.finance.yahoo.com/quote/AAPL/sustainability?p=AAPL
https://www.ishares.com/us/products/239667/ishares-msci-kld-400-social-etf
Doing Less Evil(Stocks)
Doing Less Evil(Stocks)
Doing More
Green ETFs
Impact Investments
https://www.invesco.com/portal/site/us/financial-professional/etfs/product-detail?productId=PZD
https://copower.me/
Green ETFs
Doing More Good(Bonds)
Returns
Portfolio 1-Year 3-Year 5-Year 10-Year
Couch Potato 2.76% 8.36% 5.02% 8.96%
Organic Couch Potato 2.01% 9.13% 5.06% 8.72%
Fossil Fuel Free 3.00% 8.88% 5.90 10.02%
As of March 19, 2019
Change Theory
People Invest
Higher Demand
Shareprices Rise
Outperformance
Change Theory
My mission is to help 1,000,000 people
invest intentionally
Different Ways to Invest
Robo-Advisors: wealthsimple, Modern Advisor, QuestWealth
Mutual Funds: Desjardins, NEI Investments, RBC
Self-Directed: Qtrade, Questrade, TD Webbroker,
RBC Direct Investing, Scotia iTrade
How To Get Started
1. Ask your investment advisor (or google) for responsible fund
options
2. Look at companies inside, where do you draw the line?
3. Open an RRSP/TFSA account and purchase the funds
4. Profit …assuming the market goes up!
Website: goodinvesting.com
Blog: sustainableeconomist.com/
email: [email protected]
twitter: @timenash
Contact Info