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Episode 13: Doing Well & Doing Good—ESG Investing

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July 1—Sustainable investing using ESG criteria seeks to align one’s values with the goal of reaping competitive returns. Dr. Linda-Eling Lee, global head of ESG Research at MSCI and Steve Norcini, portfolio manager, Wilmington Trust ESG Equity Strategy join Tony to discuss this increasingly popular approach and how socially conscious investors can do well by both their principles and their portfolios.

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Linda-Eling Lee, Global Head of Research, MSCI ESG Research Group

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Steve Norcini, Senior Portfolio Manager, Wilmington Trust ESG Equity Strategy

Please listen to important disclosures at the end of the podcast.

A strategy’s focus on ESG factors will cause it to sell or avoid certain stocks. Such stocks may subsequently perform better than stocks selected considering ESG factors.

Indexes are not available for direct investment. Investment in a strategy, such as the ESG Equity Strategy will incur expenses such as management fees and transaction costs which would reduce returns. There is no assurance that any investment strategy will be successful. Asset allocation or diversification cannot ensure a profit or guarantee against a loss.

Investment products are not insured by the FDIC or any other governmental agency, are not deposits of or other obligations of or guaranteed by Wilmington Trust, M&T, or any other bank or entity, and are subject to risks, including a possible loss of the principal amount invested.

Third-party trademarks and brands are the property of their respective owners. The opinions of third-party guest speakers are their own and do not necessarily represent those of Wilmington Trust or M&T Bank.



Steve Norcini

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