Invest Like Your Future and The Planet’s Future Depends On It (#19) – Peter Krull, Earth Equity Advisors

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“Traditionally, socially responsible investing has been about exclusion. While that’s important, I think we need to look at the positive differences we can make, and this is a great way to get started.” – Pete Krull

The data reveals that equity portfolios free of fossil fuels generate better returns for individual investors. If you’re wondering what you can do about climate change and what changes you can make in your life, giving serious consideration to how you invest your dollars could literally pay dividends.

My guest on this podcast episode is Peter Krull, CEO and Director of Investments at Earth Equity Advisors. Pete founded Earth Equity in 2004 to help clients align their investments with their values. Earth Equity Advisors has grown to become a leader in the responsible investing industry, with clients spread throughout the US. In 2019, the investment firm became a four-time honoree as a “Best for the World” B Corporation. In 2018, Pete was selected to the Investopedia 100 – the most influential financial advisors in America.

Pete joins me to discuss creating a clean economy and investing like your future – and the planet’s future – depends on it. He shares how portfolios that don’t invest in fossil fuel companies are performing better than those that do. Pete shares five tips for people who want to get into sustainable and socially responsible investing (SRI) – with a particular lens on building a climate positive portfolio. He also reveals the essential steps you should take before investing, including doing your due diligence, ensuring diversification, and speaking to a professional. 

This week on The Last Environmentalist Podcast:

• Creating a socially responsible portfolio that invests positively
• How portfolios without fossil fuel companies are creating better returns
• Impact X-Ray portfolio analysis and the criteria for investing through Earth Equity Advisors
• Picking the sustainable stocks that became the Green Sage Financial Portfolio
• Diversification and the typical stocks in an SRI portfolio
• The top resources for educating yourself on sustainable and responsible investments
• Why you need to be cautious about Environmental Social Governance (ESG) ratings
• Why it is vital to do your due diligence
• Why your climate-friendly stock portfolio needs diversification
• Why you should work with a professional

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Resources Mentioned:

• GMO study: How and why to invest in climate change strategy
• Grantham Research Institute on Climate Change and the Environment
• USSIF
• Fossil Free Funds
• The mythical peril of divesting from fossil fuels
• Shelton Green Alpha Fund
• Green Century Funds
• Brown Advisory
• Parnassus Investments
• Trillium Mutual Funds

Connect with Pete Krull:

• Earth Equity Advisors
• Align Your Green
• Pete Krull on LinkedIn

This episode is sponsored by Simbly Furniture

Simbly Furniture is the maker of modern, environmentally responsible, American-made furniture. Simbly’s sleek tables, benches, and desks are made of FSC-certified sustainable wood and shipped directly to customers from a family-owned near Asheville, NC.

To learn more about the beautiful, environmentally friendly contemporary furniture at Simbly, visit Simbly.com.

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