EON 73: Investing in the planet


Manage episode 175556088 series 1080272
By Mark Wenzel and Mark Wenzel - Principal EON Financial Group. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

EON speak to Jack Lowenstein from Morphic Asset Management about their global Ethical Investment Listed Investment Company.

Chad Slater & Jack Lowenstein have a rich history in ethical investment, having been at Hunter Hall during its glory days.

Morphic Asset Management have a strong risk management focus which we talk about in depth. This discipline means the returns are achieved with significantly less volatility than if you invested in a broader index. The benefit of this is often hard to see day to day but are a significant benefit for long term investors.

The fund is global focused, so is another opportunity to diversify from the Australian market.

The investment criteria is discussed in detail but will exclude companies that add to global warming, which Jack views as the biggest issue of our time, gambling, alcohol and coal.

This is a great episode for all trustees who want to learn how to invest better and are interested in global and ethical investment.

Compound your wisdom!

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