DiscoverAustralian Investors PodcastMasterclass: ESG | Perennial, Atchison Consultants & Wattle Partners
Masterclass: ESG | Perennial, Atchison Consultants & Wattle Partners

Masterclass: ESG | Perennial, Atchison Consultants & Wattle Partners

Update: 2022-09-16
Share

Description

Welcome to the first Masterclass series on The Australian Investors Podcast. In the next 45-60 minutes you will go on a deep dive into the topic of ESG with some of Australia’s top experts, including Perennial's Emilie O'Neill, Atchison Consultants' Jake Jodlowski, and Wattle Partners' Drew Meredith.

You'll discover:


  • What you need to know about the ESG market

  • The difference ESG investment options

  • How to perform due diligence on ESG funds and strategies

  • How experts use ESG strategies in portfolios

50 years of investing expertise in one episode

To help us navigate through this emerging theme we’ll be joined by Emilie O’Neill of Perennial Partners, who walks us through the sub-sector options. Then Jake Jodlowski, a highly experienced investment consultant from Atchison Consultants, explains how to perform due diligence. Finally, Drew Meredith, the director of Wattle Partners financial planning explains how to actually implement some of these strategies in a portfolio.


  • Emillie O'Neill, Co-Head of ESG & Equities Analyst at Perennial Partners, with 6 years of experience;

  • Drew Meredith, CFP, Director of Wattle Partners Financial Planning, with 19 years of experience;

  • Jake Jodlowski, Principal of Atchison Consultants with 28 years of investment experience;

  • Host: Owen Raszkiewicz, lead analyst at Rask, 10 years of investment experience.

Join The Intelligent Investor & save

This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

📈 Click here for a free 15-day trial

💸 Click here to join today ($100 off)

Trade ASX, US & HK stocks for just $9.50!

The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

✅ Click here to join SelfWealth

Access Alan Kohler’s Eureka Report

Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:

🗞 Click here to join today (10% off)

📱 Free 15-day trial

If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

Learn more about your ad choices. Visit megaphone.fm/adchoices

Comments 
loading
In Channel
loading
00:00
00:00
1.0x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

Masterclass: ESG | Perennial, Atchison Consultants & Wattle Partners

Masterclass: ESG | Perennial, Atchison Consultants & Wattle Partners

Rask