ESG investment refers to the practice of considering environmental, social, and governance factors in the investment decision-making process to generate sustainable and responsible returns. It was great to connect with Angela Ashton from Evergreen Consultants to discuss building portfolio with this lens but also some of the current challenges in the market.
Angela founded Evergreen in 2016 and is ultimately responsible for all investment activities at Evergreen. Angela has 30 years’ experience in investment markets. She has held senior investment roles at QIC, was Head of Ratings at van Eyk Research and General Manager, Managed Funds Research at IWL Ltd (now CommSec). She has contributed to the industry through serving on a number of education committees with groups such as Kaplan and the Investment Management Consultants Association (IMCA).
Angela holds a Bachelor of Science, Bachelor of Economics, a Graduate Diploma in Applied Finance, Master of Commerce (Finance) and has completed the Certified Investment Management Analyst course. She is a Fellow of FINSIA
To calculate the ERIG Index score, using the Responsible Investment Association Australasia’s (RIAA) Responsible Investment Spectrum as a foundation, Evergreen Consultants look at seven capabilities: impact investing, active ownership, negative screening, positive screening, ESG integration, norms-based screening, and sustainability-themed investments.
Connect with Angela here:
Website: https://www.evergreenconsultants.com.au/main/index.html#esg
LinkedIn: https://www.linkedin.com/in/angela_ashton
Resources from RIAA (Responsible Investment Association):
https://responsibleinvestment.org/what-is-ri/ri-explained/
https://responsibleinvestment.org/fact-sheets-and-guides/
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