This episode has Aden and David discussing what sustainable investing is and how Capital Partners navigates this area after a client expressed concern about holdings in fossil fuel companies.

0:02:48-0:03:01 -  SRI considerations
0:17:35-0:18:09 -  Capital Partners' sustainable portfolios
0:19:02-0:20:32 -  Performance expectations
0:18:09-0:18:33 - Diversification in Australia and globally
0:23:59-0:24:53 - Values led decisions

Resources:
Download  your copy of  Sustainable Investing
SRI slides

For more information on Capital Partners visit capital-partners.com.au.

Have a question? Email us ask@capital-partners.com.au.

This episode provides general advice only. Always refer to your financial adviser for advice about your personal circumstances.

Capital Partners Consulting Pty Ltd AFSL 227148 trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.