Josh Weller on ESG in 401k Plans: Financial advisor Josh Weller, based in Palm Beach County, FL and specializing in Sustainable-ESG Investing, discusses the important subject of offering ESG fund choices in 401(k) plans. With the backdrop of climate change, social responsibility issues, the corporate sustainability movement, and the huge asset flow into ESG, if…

Today, we dispel the decades-old myth that performance must be sacrificed when investing responsibly in Sustainable/ESG assets. This myth rises again and again like Freddy Krueger in a horror movie, and, like Freddy, the myth should be laid to rest. Sustainable ESG Investing Performance Below, we share four graphs comparing the performance of broad indexes…

Does Sustainable Investing require accepting lower returns? This is a myth. Performance tracking against benchmarks suggests that investors who are in alignment with their values and beliefs are now achieving competitive or better returns than traditional (depending on the specific investment). Keep in mind that ESG data is now available on every large cap stock…