In this Issue

Charles Hamowy, CFP®, CPA/PFS – Editor In Chief

Same Same, But Different

a phrase perhaps commonly heard in Thailand meaning similar enough but still not the same, requiring more questions and examinations. Diversity training tool.

Socially Inspired Investing is not as easy as it looks.

Aside from the technical or quantitative aspects, is the personal desire to avoid or minimize certain areas of concern on the values side – and that makes it extra demanding. There is no right or wrong – it’s just personal!

If it were easy, everyone would do it and if you look at the proliferation of “ESG” offerings by just about every investment house in recent years you might just come to that conclusion. But these investments are not all the same and we thought it would be helpful to examine the different kinds of social investing through the insightful comments of our brilliant contributors and a fascinating Podcast with our guest Gabe Rissman – Cofounder and President at YourStake.

Be it SRI, ESG, Impact Investing, etc. know that these are all different. And yet, in many cases, investment firms many times irresponsibly use these terms almost interchangeably. Even the U.S. Securities and Exchange Commission has felt it necessary to step in – putting the investment community on notice that they must do a better job of educating investors. 

What do the ratings really mean and is that all you should consider. How perfect can you get, or not get,…

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