Artwork for podcast The Future-Ready Advisor
Episode 11: The New Era of Investing - Balancing ESG and Returns with Angela Wiebeck
Episode 1116th January 2024 • The Future-Ready Advisor • Sam Sivarajan
00:00:00 00:30:28

Share Episode

Shownotes

Are you or your clients curious about ESG and what it means for portfolios? Uncover what ESG is and why it will continue to be a key theme for years with Angela Wiebeck, Chief Sustainability Officer at Aquila Capital.

In an era where profit meets purpose, our enlightening conversation peels back the layers of impact investing, revealing the potent combination of financial returns and environmental-social progress. Angela recounts her journey from UBS to Aquila, diving into the transformational shift from traditional banking to the world of sustainable investments that enrich communities, aid cancer research, and sustain millions with clean energy.

Feel the pulse of innovation as we dissect the subtle yet critical differences between impact investing, socially responsible investing (SRI), and ESG integration. Angela, a seasoned sustainability strategist, explains the importance of data in harmonizing financial and impact objectives, while addressing the complexities of managing dual metrics. Her insights into Aquila Group's NetZero project and the adoption of responsible banking principles offer a glimpse into the future of finance.

The final strokes of insight Angela offers revolve around the resilience and adaptability required to thrive in the evolving financial landscape. She highlights the virtues of on-the-job learning and the value of diverse motivations driving impact investing across different regions. Angela's parting advice advocates for curiosity and a dedication to lifelong learning, ensuring we remain future-ready. For those captivated by concepts like lifetime-avoided emissions, Angela extends an invitation to connect and continue the pioneering conversation off-air.

Links mentioned in the episode:
https://www.aquila-capital.de/en
https://www.linkedin.com/in/angelawiebeck/

Thanks for listening. Be sure to rate and subscribe to The Future-Ready Advisor podcast to not miss an episode.

What’s Next?

Staying Ahead of the Curve: Insights for Financial Advisors


In today's rapidly evolving financial landscape, how do you continue to thrive and better serve your clients? As an industry veteran for over 25 years, I understand the unique challenges facing financial advisors.

I have a wealth of resources to help you navigate these challenges:

  • Visit my website at https://www.samsivarajan.com/resources to download a free behavioral coaching guide and a free goals-based investing case study, packed with tips and strategies.
  • While you're there, don't forget to explore my bestselling books at https://www.samsivarajan.com/books. These books provide readers with further insights and guidance on how we can make better decisions - in investing, at home, and in the workplace.
  • Want to stay updated with my latest insights? Sign up for my LinkedIn newsletter, The Goals-Based Advisor. It's a great way to keep in touch and receive regular updates directly to your inbox.

Finally, if you have any questions or hire me as a speaker, coach or consultant, book a meeting with me on ...

Follow

Links

Chapters

Video

More from YouTube