Zacks Podcast Highlights: This Earth Day, Check Out the Sustainable Investing Trend


Shutterstock photo

For Immediate Release

Chicago, IL - Sustainable investing is one of the hottest trends in the ETF world, but what makes this growing market segment tick? I explore this topic in this week's Dutram Report, check it out for more information and my interview with Conor Platt, the co-founder and CIO of Etho Capital! To listen to the podcast, click here: ( https://www.zacks.com/stock/news/257125/sustainable-investing-what-is-it-and-why-is-it-hot-now )

One of the most in-focus areas of the ETF market today is the socially conscious and sustainable investing space. More and more funds are launching in this segment in order to give investors options that better align with their belief systems, or at least focus on companies trying to be better stewards of the environment.

But what does this push towards sustainable or socially conscious investing mean for the average investor's portfolio? To find out the answers to this question, and more, I spoke with Conor Platt, the co-founder and CIO of Etho Capital, for the latest edition of the Dutram Report .

Sustainable Investing in Focus

Conor and I discuss the generational differences in focusing on sustainable investing, and what kind of industries this approach includes-or really, what kinds it excludes-from the investing process. We also tackle the topic of fossil-free investing, and why this is catching on among some portfolio manager circles as of late.

We also dive into some of the key trends in the sustainable and socially conscious investing worlds as of late, discussing the key trends here. In particular, we discuss some of the key differences between the approaches, and some other types of sustainable or socially conscious investing methods that often go unnoticed by investors.

The Fund

We also dive a bit deeper into Platt's fund, the Etho Climate Leadership U.S. ETF ETHO , which focuses on an index of over 350 companies that have the smallest carbon footprint in their respective industries. Conor also clues us in on the fund's 'smart sustainability process' and what might help to set this fund apart from some of its counterparts in the space such as, for example,  DSI , KLD , or  CRBN .

Another aspect we discuss is what ETHO is excluding from its portfolio, and how limiting exposure to energy names ends up impacting the portfolio, or what is done about holdings in the basic materials space. This is especially important item to note, as the securities in  XLE  accounts for roughly 7% of the total exposure in  SPY , but almost a rounding error in ETHO. Meanwhile, the materials sector-as represented by  XLB -accounts for five percent of SPY, but isn't exactly thought of as the most sustainable or environmentally-friendly industry out there. We talk through these issues and what ETHO and those focused on sustainable investing might want to consider in this situations from a portfolio perspective.

Bottom Line

Conor and I discuss a wide range of topics on the fossil-free, sustainable, and socially conscious investing trends. We also talk about some of the limitations of this strategy and what investors need to know about this approach for their portfolios in today's podcast.

But what do you think about the sustainable investing trend? Listen to this edition of the Dutram Report and let us know what you think. Make sure to write us in at podcast @ zacks.com or find me on twitter @EricDutram to give us your thoughts on this topic or anything else in the ETF market.

But for more news and discussion regarding the world of ETFs, make sure to be on the lookout for the next edition of the Dutram Report , and check out the many other great Zacks podcasts as well!

Want key ETF info delivered straight to your inbox?

Zacks' free Fund Newsletter will brief you on top news and analysis, as well as top-performing ETFs, each week. Get it free >>

About Zacks

Zacks.com is a property of Zacks Investment Research, Inc., which was formed in 1978. The later formation of the Zacks Rank, a proprietary stock picking system; continues to outperform the market by nearly a 3 to 1 margin. The best way to unlock the profitable stock recommendations and market insights of Zacks Investment Research is through our free daily email newsletter; Profit from the Pros. In short, it's your steady flow of Profitable ideas GUARANTEED to be worth your time! Click here for your free subscription to Profit from the Pros .

Follow Eric on Twitter: https://twitter.com/ericdutram

Join us on Facebook: https://www.facebook.com/home.php#/pages/Zacks-Investment-Research/57553657748?ref=ts

Zacks Investment Research is under common control with affiliated entities (including a broker-dealer and an investment adviser), which may engage in transactions involving the foregoing securities for the clients of such affiliates.

Media Contact
Zacks Investment Research

800-767-3771 ext. 9339

podcast@zacks.com

https://www.zacks.com/performance

Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.


Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report

SPDR-SP 500 TR (SPY): ETF Research Reports

SPDR-EGY SELS (XLE): ETF Research Reports

SPDR-MATLS SELS (XLB): ETF Research Reports

ISHARS-KLD 400 (DSI): ETF Research Reports

ISHARS-M L CRBN (CRBN): ETF Research Reports

ETHO-CLMT LEADR (ETHO): ETF Research Reports

ISHARS-USA ESG (KLD): ETF Research Reports

To read this article on Zacks.com click here.

Zacks Investment Research

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.



This article appears in: Investing , Stocks
Referenced Symbols: SPY , XLE , XLB , DSI , CRBN


More from Zacks.com

Subscribe






Zacks.com
Contributor:

Zacks.com

Equity Research
Follow on:








Research Brokers before you trade

Want to trade FX?





Find a Credit Card

Select a credit card product by:
Select an offer:
Search
Data Provided by BankRate.com