,Sustainable Investing
, Sustainable Investing
An ESG Starter Kit for Everyday Investors
Kylelane Purcell and Ben Vivari
Co-Founders of Till Investors
Foreword by
Jon Hale, Global Head of Sustainability Research at Morningstar, Inc.
,Sustainable Investing: An ESG Starter Kit for Everyday Investors
Copyright © Business Expert Press, LLC, 2024
Cover design by Door No. 3 Design
Interior design by Exeter Premedia Services Private Ltd., Chennai, India
All rights reserved. No part of this publication may be reproduced, stored in a retrieval system,
or transmitted in any form or by any means—electronic, mechanical, photocopy, recording, or
any other except for brief quotations, not to exceed 400 words, without the prior permission of
the publisher.
First published in 2023 by
Business Expert Press, LLC
222 East 46th Street, New York, NY 10017
www.businessexpertpress.com
ISBN-13: 978-1-63742-510-7 (paperback)
ISBN-13: 978-1-63742-511-4 (e-book)
Business Expert Press Environmental and Social Sustainability for Business Advantage
Collection
First edition: 2023
10 9 8 7 6 5 4 3 2 1
, Description
The Essential Starting Point for Values-Driven Investors
You are passionate about the important issues facing our world: Climate
change. Racial justice. Gender equality. And you do things to reflect those
passions—volunteering, donating, voting, and recycling. But there’s an
even more powerful way to advocate for what matters to you: Changing
your investments.
Sustainable investing empowers individual investors to move their
savings away from companies and funds that are harming the planet and
into investments that are pushing for a cleaner, greener, and more just
world. This isn’t a niche strategy—there are hundreds of sustainable funds
on the market and over a trillion dollars already invested in what are known
as “ESG” funds—funds that consider the Environmental, Social, and
Governance aspects of the companies they invest in, as well as their
financial performance.
Sustainable investing is more accessible, more actionable, and more
achievable now than ever before, and this book is perfect for individuals
looking to make their first sustainable investments. It contains useful and
practical guidance on how to understand your choices in the rapidly
expanding world of sustainable investing, and it offers concrete steps to
invest in funds and companies that reflect your values.
Keywords
sustainable investing; ESG investing; socially responsible investing;
ESG books; ESG investing CFA; how to invest sustainably; responsible
investment; ethical investing; greenwashing
, Contents
Testimonials
Foreword
Introduction
Chapter 1 Why Be a Sustainable Investor?
Chapter 2 What Is Sustainable Investing Today?
Chapter 3 What Makes a Company Sustainable?
Chapter 4 Will Sustainable Investing Cost Me Money?
Chapter 5 The Ladder of Impact—or—What It Looks Like to Become a
Sustainable Investor
Chapter 6 The Three Fighting Styles—The Key to Finding the Right
Fund for You
Chapter 7 How to Be a Great Greenwashing Detective
Chapter 8 Making the Move to Sustainable Funds
Chapter 9 Do I Need an Advisor to Invest Sustainably?
Chapter 10 Amp Your Impact With Action
Appendix: Fund Manager Profiles
About the Authors
Index
, Testimonials
“This book helps each of us to look into the mirror and see an empowered
person staring back—ready to use the influence of our wealth to co-create a
livable world based on justice and sustainability.” —Andrew Behar, CEO
of As You Sow
“To invest sustainably does not have to be complicated nor should it be
detrimental to financial performance: Kylelane Purcell and Ben Vivari
provide a straightforward approach for investors with solid advice and
acumen. I highly recommend for new investors who are strongly
considering sustainable investing strategies.” —Jennifer Coombs,
Director of Client Services, Ethos ESG
“Ties directly in with people’s understanding of finance and how it doesn’t
have to be separate from the kind of person you want to be. I really love the
relatable examples—it’s a great way to have the reader say, I want to do
this and I can do this!” —David Neun, Learning Experience Designer at
State Employees Credit Union
“I love the book—it’s fun and interesting and doesn’t read like a typical
investment guide.” —Bonnie Maize, Sustainable Financial Advisor
“I’d love to see your book help more investors realize that truly impactful
investments are accessible to them as well.” —Laura Oldanie, Green
Living and Money Coach and Founder of Rich and Resilient Living
“I found it very readable and pitched at a good level for the investor who’s
just starting out.” —Casey Aspin, Editor at Principles for Responsible
Investment (PRI)
, Sustainable Investing
An ESG Starter Kit for Everyday Investors
Kylelane Purcell and Ben Vivari
Co-Founders of Till Investors
Foreword by
Jon Hale, Global Head of Sustainability Research at Morningstar, Inc.
,Sustainable Investing: An ESG Starter Kit for Everyday Investors
Copyright © Business Expert Press, LLC, 2024
Cover design by Door No. 3 Design
Interior design by Exeter Premedia Services Private Ltd., Chennai, India
All rights reserved. No part of this publication may be reproduced, stored in a retrieval system,
or transmitted in any form or by any means—electronic, mechanical, photocopy, recording, or
any other except for brief quotations, not to exceed 400 words, without the prior permission of
the publisher.
First published in 2023 by
Business Expert Press, LLC
222 East 46th Street, New York, NY 10017
www.businessexpertpress.com
ISBN-13: 978-1-63742-510-7 (paperback)
ISBN-13: 978-1-63742-511-4 (e-book)
Business Expert Press Environmental and Social Sustainability for Business Advantage
Collection
First edition: 2023
10 9 8 7 6 5 4 3 2 1
, Description
The Essential Starting Point for Values-Driven Investors
You are passionate about the important issues facing our world: Climate
change. Racial justice. Gender equality. And you do things to reflect those
passions—volunteering, donating, voting, and recycling. But there’s an
even more powerful way to advocate for what matters to you: Changing
your investments.
Sustainable investing empowers individual investors to move their
savings away from companies and funds that are harming the planet and
into investments that are pushing for a cleaner, greener, and more just
world. This isn’t a niche strategy—there are hundreds of sustainable funds
on the market and over a trillion dollars already invested in what are known
as “ESG” funds—funds that consider the Environmental, Social, and
Governance aspects of the companies they invest in, as well as their
financial performance.
Sustainable investing is more accessible, more actionable, and more
achievable now than ever before, and this book is perfect for individuals
looking to make their first sustainable investments. It contains useful and
practical guidance on how to understand your choices in the rapidly
expanding world of sustainable investing, and it offers concrete steps to
invest in funds and companies that reflect your values.
Keywords
sustainable investing; ESG investing; socially responsible investing;
ESG books; ESG investing CFA; how to invest sustainably; responsible
investment; ethical investing; greenwashing
, Contents
Testimonials
Foreword
Introduction
Chapter 1 Why Be a Sustainable Investor?
Chapter 2 What Is Sustainable Investing Today?
Chapter 3 What Makes a Company Sustainable?
Chapter 4 Will Sustainable Investing Cost Me Money?
Chapter 5 The Ladder of Impact—or—What It Looks Like to Become a
Sustainable Investor
Chapter 6 The Three Fighting Styles—The Key to Finding the Right
Fund for You
Chapter 7 How to Be a Great Greenwashing Detective
Chapter 8 Making the Move to Sustainable Funds
Chapter 9 Do I Need an Advisor to Invest Sustainably?
Chapter 10 Amp Your Impact With Action
Appendix: Fund Manager Profiles
About the Authors
Index
, Testimonials
“This book helps each of us to look into the mirror and see an empowered
person staring back—ready to use the influence of our wealth to co-create a
livable world based on justice and sustainability.” —Andrew Behar, CEO
of As You Sow
“To invest sustainably does not have to be complicated nor should it be
detrimental to financial performance: Kylelane Purcell and Ben Vivari
provide a straightforward approach for investors with solid advice and
acumen. I highly recommend for new investors who are strongly
considering sustainable investing strategies.” —Jennifer Coombs,
Director of Client Services, Ethos ESG
“Ties directly in with people’s understanding of finance and how it doesn’t
have to be separate from the kind of person you want to be. I really love the
relatable examples—it’s a great way to have the reader say, I want to do
this and I can do this!” —David Neun, Learning Experience Designer at
State Employees Credit Union
“I love the book—it’s fun and interesting and doesn’t read like a typical
investment guide.” —Bonnie Maize, Sustainable Financial Advisor
“I’d love to see your book help more investors realize that truly impactful
investments are accessible to them as well.” —Laura Oldanie, Green
Living and Money Coach and Founder of Rich and Resilient Living
“I found it very readable and pitched at a good level for the investor who’s
just starting out.” —Casey Aspin, Editor at Principles for Responsible
Investment (PRI)
