Sustainable Investing: Investing with Purpose and Impact

Why This Episode Is a Must-Watch Are you looking to align your investments with your personal values and make a real difference in the world? This episode of Inspired Money looks at sustainable investing, exploring how your portfolio can do more than generate returns. You'll learn how ESG (Environmental, Social, and Governance) factors are transforming global finance, why shareholder advocacy offers leverage for long-term value, and how transparency tools can empower every investor. Whether you’re an industry professional or a values-driven investor, this episode delivers actionable insights, practical resources, and forward-thinking strategies to help you invest with impact. This episode of Inspired Money is brought to you by Runnymede Capital Management, where investing is never one-size-fits-all. For over 30 years, we’ve worked closely with clients like you to understand your goals, objectives, and values. Then we create a customized portfolio designed to align with what matters most to you — whether that’s pursuing growth, protecting your wealth, or investing in a way that reflects your principles. If you’re ready for a personal, thoughtful approach to managing your money, visit https://www.runnymede.com.   Meet the Expert Panelists Andrew Behar is CEO of As You Sow, the nation’s leading nonprofit advancing values-aligned investing through shareholder advocacy on climate, social justice, and corporate accountability. A former entrepreneur and inventor with five patents, he is also the author of The Shareholders Action Guide and a recognized Purposeful-50 changemaker. https://www.asyousow.org Marilyn Waite is Managing Director of the Climate Finance Fund, leading efforts to accelerate the transition to a climate-friendly economy by aligning capital with low-carbon solutions. With experience spanning four continents in clean energy, climate finance, and sustainable investment, she is the author of Sustainability at Work and a widely published voice on climate and economic policy. https://marilynwaite.com Jennifer Coombs is Head of Content & Development at US SIF: The Sustainable Investment Forum, and creator of the Chartered SRI Counselor (CSRIC) designation, the first U.S. professional credential in sustainable investing. A two-time TEDx speaker and recognized 40 Under 40 honoree, she is a leading educator, writer, and advocate for integrating ESG principles into finance. https://www.ussif.org Ioannis Ioannou is an Associate Professor of Strategy and Entrepreneurship at London Business School and a globally recognized expert on corporate sustainability and responsibility. His award-winning research examines how businesses integrate environmental and social issues into strategy, influencing investors, corporate decision-making, and long-term performance. https://www.ioannou.us Key Highlights: Sustainable Investing Takes Many Forms Andrew Behar breaks down the ecosystem of sustainable investing—from exclusionary screens like avoiding fossil fuels to impact investing that targets measurable social outcomes. With data-driven advocacy and shareholder engagement, investors can leverage their portfolios for real change. As Andrew puts it, “Your money...really defines the future.” Global Momentum and Regional Nuance Marilyn Waite underscores that sustainable investing has gone mainstream across the globe, now representing over one-third of global assets under management. She emphasizes the leadership of the Global South in setting new standards, showing that sustainable finance is both a fiduciary and a competitive imperative. “There's no stopping this because it just makes good sense, it makes fiduciary sense, and it makes return sense,” Marilyn notes. Measuring and Managing Impact in a Noisy Data World Jennifer Coombs highlights the evolution and pitfalls of ESG data, explaining how investors can move past simple ratings to uncover genuine impact. Transparent frameworks and practical tools—like As You Sow’s InvestYourValues platform—empower investors to know exactly what they own and avoid greenwashing. Corporate Accountability and the Power of Narrative Ioannis Ioannou shares how ESG outperformance research is nuanced—successful sustainable companies embed responsibility in strategy, not just reporting. He calls for a “positive narrative” that unites all stakeholders: “Transparency is necessary but not sufficient. We need to align corporate action with a system that works within its limits—and tell a compelling, evidence-based story.” Call-to-Action Let’s inspire you with one action item to move the needle this week: take a moment to review your own portfolio or investment choices and ask yourself, "How well do they align with your personal values?" Even small shifts can make a big impact over time. If you haven’t explored sustainable investing before, start by researching one company or fund that prioritizes environmental or social responsibility. Find the Inspired Money channel on YouTube or listen to Inspired Money in your favorite podcast player. Andy Wang, Host/Producer of Inspired Money