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Investopoly
Each episode is packed with concise tips, strategies, research, methodologies, case studies, and ideas to help you safely and effectively grow your wealth. Stuart Wemyss, a qualified financial advisor, accountant, tax agent, and licensed mortgage broker, delivers holistic advice. With four authored books, including "Investopoly" and "Rules of the Lending Game," Stuart shares his insights through a weekly blog, which is replicated on this podcast.
Investopoly
Ep 393: Does ethical investing generate better or worse returns?
In this episode, Stuart takes an evidence-based look at ethical, ESG, and sustainable investing, cutting through the marketing to focus on what really matters: risk, diversification, and expected returns. We explain the critical differences between ethical exclusions, ESG frameworks, and sustainability themes and why confusion between them often leads to poor portfolio decisions.
Stuart also explores why there’s no universal definition of “ethical”, how that affects fund construction, and why two funds with similar labels can behave very differently. You’ll hear why staying close to the parent index matters, how ethical overlays can unintentionally increase concentration risk, and where ethical investing can clash with factor, value, and geographic tilts.
Finally, he examines the real-world performance data, discusses whether ethical companies may attract more capital over time, and outlines a practical way to invest ethically without abandoning disciplined, evidence-based portfolio construction.
If you want to invest responsibly and intelligently without sacrificing long-term returns, this episode will help you think more clearly about the trade-offs involved.
My new book out in 2026: To join the pre-order waitlist and get a bonus. More info go to: http://www.investopoly.com.au/book
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IMPORTANT: This podcast provides general information about finance, taxes, and credit. This means that the content does not consider your specific objectives, financial situation, or needs. It is crucial for you to assess whether the information is suitable for your circumstances before taking any actions based on it. If you find yourself uncertain about the relevance or your specific needs, it is advisable to seek advice from a licensed and trustworthy professional.
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