In today’s episode, Rusty talks with Aaron Scully, Portfolio Manager on the Global Sustainable Equity Team at Janus Henderson Investors.
Aaron has been with Janus Henderson Investors for more than two decades. Since the beginning, he has helped with implementing the best investment strategies to move sustainability forward. When not at his desk, Aaron enjoys climbing Colorado's 14ers. As a person who grew up in the Midwest, he remembers falling in love with Colorado's scenic environment. The great career development opportunities it offered were just a bonus.
Aaron and Rusty discuss the impact of sustainable investing in our future, different sustainable investing themes, and the effect of sustainable investing on portfolio performance.
"Investing is something you do that seems like a small decision. But it can have a profound impact on society and the environment, depending on how you invest." ~ Aaron Scully
Main Takeaways
Companies that have a product or service that is helping the world are eligible for sustainable investing. Conversely, it must not have any product or service that is detrimental to society.
Sustainability drives high performance. Companies that address huge societal problems can ensure longevity in the industry and attract greater human capital.
The environmental and societal involvement of companies are great indicators in the future of sustainable investing.
Portfolio managers focus on three things when they implement sustainable investing: exclusionary criteria, ESG (environmental, social, and governance) issues tackled, and engagement.
The future is now in sustainable investing. Begin a socially responsible investing journey. More and more companies are allocating their resources to drive sustainability.
Links
Aaron Scully on LinkedIn
Janus Henderson Investors
Golden by Harry Styles
United Nations Brundtland Commission
ESG assets may hit $53 trillion by 2025, a third of global AUM | Bloomberg
The Omnivore’s Dilemma: A Natural History of Four Meals by Michael Pollan
Connect with our hosts
Rusty Vanneman
Robyn Murray
Subscribe and stay in touch
Apple Podcasts
Spotify
Google Podcasts
2149-OAS-7/28/2021
