{"product_id":"the-sustainable-investor-responsible-impactful-and-values-driven-investing-strategies-and-practices-for-financial-professionals-hardback-9781394253517","title":"The Sustainable Investor; Responsible, Impactful, and Values-Driven Investing Strategies and Practices for Financial Professionals (Hardback) 9781394253517","description":"\u003cfont face=\"Georgia\"\u003e\r\n\u003cp\u003e\u003cfont size=\"6\"\u003eThe Sustainable Investor\u003c\/font\u003e\u003cbr\u003e\r\n\u003cfont size=\"5\"\u003eResponsible, Impactful, and Values-Driven Investing Strategies and Practices for Financial Professionals\u003c\/font\u003e\u003c\/p\u003e\r\n\r\n\r\n\r\n\r\n\u003cp\u003e\u003cfont size=\"4\"\u003ePeter Krull (Author)\u003c\/font\u003e\u003c\/p\u003e\r\n\r\n\u003cp\u003e\u003cfont size=\"3\"\u003e9781394253517, Wiley\u003c\/font\u003e\u003c\/p\u003e\r\n\r\n\u003cp\u003e\u003cfont size=\"3\"\u003eHardback, published 20 October 2025\u003c\/font\u003e\u003c\/p\u003e\r\n\r\n\u003cp\u003e\u003cfont size=\"3\"\u003e304 pages\u003cbr\u003e23.1 x 16.3 x 3.3 cm, 0.499 kg\u003c\/font\u003e\u003c\/p\u003e\r\n\r\n\r\n\r\n\r\n\r\n\u003cp align=\"justify\"\u003e\u003cstrong\u003e\u003cfont size=\"3\"\u003e\u003cp\u003e\u003cb\u003eBuild sustainable, responsible portfolios that reflect the values of your retail clients\u003c\/b\u003e \u003c\/p\u003e\n\u003cp\u003eIn \u003ci\u003eThe Sustainable Investor: Responsible, Impactful, and Values-Driven Investing Strategies and Practices for Financial Professionals,\u003c\/i\u003e the Founder and Director of Sustainable Investing at Earth Equity Advisors, Peter Krull, delivers a timely and insightful discussion of sustainable investing and responsible portfolio construction. In the book, you'll learn how to help your retail clients build solutions-based, sustainable, responsible, and impact-driven portfolios that actually reflect their values. You'll also learn how to avoid the greenwashed, “less-bad” investments so commonly found in the products and portfolios of major Wall Street firms seeking to use ESG primarily as a growth vehicle. \u003c\/p\u003e\n\u003cp\u003eThe book also offers: \u003c\/p\u003e\n\u003cul\u003e \u003cli\u003eA history of the Socially Responsible Investing movement, including its descendants: Environmental, Social, and Governance (ESG) Investing and Sustainable, Responsible, and Impact (SRI) Investing\u003c\/li\u003e \u003cli\u003eWhy labels like ESG and SRI matter, what they mean, and how they're different\u003c\/li\u003e \u003cli\u003eAn explanation of how major Wall Street firms hijacked the ESG investing philosophy and turned it into a vehicle for asset accumulation\u003c\/li\u003e \u003c\/ul\u003e \u003cp\u003eA perfect resource for financial advisors, planners, and other finance professionals, \u003ci\u003eThe Sustainable Investor\u003c\/i\u003e is the ideal roadmap to values-driven investing strategies that meets the needs of retail investors who seek to make a positive difference in the world with their money.\u003c\/p\u003e\u003c\/font\u003e\u003c\/strong\u003e\u003c\/p\u003e\r\n\r\n\u003cp\u003e\u003cfont size=\"3\"\u003e\u003cp\u003eForeword by Ed Begley Jr. xv\u003c\/p\u003e \u003cp\u003eIntroduction: Why I’m Qualified to Write About Sri xxi\u003c\/p\u003e \u003cp\u003e\u003cb\u003eSection I The Basics 1\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 1 Why You Need to Know About Sri Now 3\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eOverview 3\u003c\/p\u003e \u003cp\u003eClimate Change Hitting Home 5\u003c\/p\u003e \u003cp\u003eIncome Inequality and Social Justice in the Headlines 11\u003c\/p\u003e \u003cp\u003eCorporate Greed and Malfeasance 13\u003c\/p\u003e \u003cp\u003eMore Information Available 15\u003c\/p\u003e \u003cp\u003eDemographic Shifts 16\u003c\/p\u003e \u003cp\u003eThe Great Wealth Transfer 18\u003c\/p\u003e \u003cp\u003eThe Changing Economy 19\u003c\/p\u003e \u003cp\u003eConclusion 23\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 2 The History of Sri, Esg, and Whatever the Next Acronym Might Be 25\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eOverview 25\u003c\/p\u003e \u003cp\u003eFaith- Based Investing 26\u003c\/p\u003e \u003cp\u003ePeace, Love, and Environmentalism 29\u003c\/p\u003e \u003cp\u003eSouth African Apartheid 30\u003c\/p\u003e \u003cp\u003eThe Different Iterations of SRI 32\u003c\/p\u003e \u003cp\u003eAnd Speaking of ESG 33\u003c\/p\u003e \u003cp\u003eWhere We’re Going 35\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 3 Esg: a Set of Metrics 37\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eOverview 37\u003c\/p\u003e \u003cp\u003eWhat Is ESG? 38\u003c\/p\u003e \u003cp\u003eESG Is About Risk 39\u003c\/p\u003e \u003cp\u003eESG Reporting and Its Advantages 41\u003c\/p\u003e \u003cp\u003eRegulation 43\u003c\/p\u003e \u003cp\u003eE is for Environment 45\u003c\/p\u003e \u003cp\u003eS is for Social 47\u003c\/p\u003e \u003cp\u003eG is for Governance 49\u003c\/p\u003e \u003cp\u003eWhy Transparency Matters 52\u003c\/p\u003e \u003cp\u003eESG is the Future of Investing 53\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 4 Sustainable Investing: Making the World A Better Place 55\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eSustainable Investing and the Clean, Resilient Economy 55\u003c\/p\u003e \u003cp\u003eWhat Does Positive, Solutions- Based Investing Mean? 56\u003c\/p\u003e \u003cp\u003eWhat Is Decarbonization? 61\u003c\/p\u003e \u003cp\u003eWhere Does Banking Fit In? 62\u003c\/p\u003e \u003cp\u003eResilience and Adaptation: The Hidden Key to Sustainable Investing and the Clean Economy 66\u003c\/p\u003e \u003cp\u003eThe United Nations SDGs 72\u003c\/p\u003e \u003cp\u003eIndexing and Sustainable Investing 74\u003c\/p\u003e \u003cp\u003eSustainable Investing Is Growth Investing 75\u003c\/p\u003e \u003cp\u003eESG Investing Is NOT Sustainable Investing 76\u003c\/p\u003e \u003cp\u003eMeasuring, Reporting, and Transparency 77\u003c\/p\u003e \u003cp\u003eConclusion 86\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 5 Greenwashing 87\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eOverview 87\u003c\/p\u003e \u003cp\u003eGreenwashing and Your Clients 88\u003c\/p\u003e \u003cp\u003eCase Study 89\u003c\/p\u003e \u003cp\u003eConclusion 96\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 6 Shareholder Advocacy 97\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eOverview 97\u003c\/p\u003e \u003cp\u003eThe Rules 99\u003c\/p\u003e \u003cp\u003eTeamwork Is Key 99\u003c\/p\u003e \u003cp\u003eThe Issues 101\u003c\/p\u003e \u003cp\u003eExamples of Shareholder Advocacy Victories 103\u003c\/p\u003e \u003cp\u003eEngagement 104\u003c\/p\u003e \u003cp\u003eConclusion 106\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 7 Community, Impact, and Private Investing 107\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eOverview 107\u003c\/p\u003e \u003cp\u003eCommunity and Impact Investing 108\u003c\/p\u003e \u003cp\u003ePrivate Investments 113\u003c\/p\u003e \u003cp\u003eConclusion 119\u003c\/p\u003e \u003cp\u003e\u003cb\u003eSection II Investing 121\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 8 The Institutional Versus Retail Investor Dilemma 123\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eOverview 123\u003c\/p\u003e \u003cp\u003eThe Institutional Investor 124\u003c\/p\u003e \u003cp\u003eThe Retail Investor 126\u003c\/p\u003e \u003cp\u003eWhat Does the Retail Investor Want? 126\u003c\/p\u003e \u003cp\u003eConclusion 127\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 9 Fiduciary Duty and Performance 129\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eOverview 129\u003c\/p\u003e \u003cp\u003eESG as Fiduciary Duty? 131\u003c\/p\u003e \u003cp\u003eSRI or Sustainable, Resilient, and Innovative Investing and Fiduciary Duty 133\u003c\/p\u003e \u003cp\u003ePerformance 134\u003c\/p\u003e \u003cp\u003eConclusion 137\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 10 Bringing It All Together: Constructing Your First Sri Portfolio 139\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eOverview 139\u003c\/p\u003e \u003cp\u003eThe Holdings Make the Difference 140\u003c\/p\u003e \u003cp\u003eDivesting from Fossil Fuels Isn’t Just About Risk, It’s About Performance, Too 143\u003c\/p\u003e \u003cp\u003eModern Portfolio Theory Still Applies 145\u003c\/p\u003e \u003cp\u003eTargeting Specific Opportunities: Thematics 147\u003c\/p\u003e \u003cp\u003eAvoiding the Crossover Trap 153\u003c\/p\u003e \u003cp\u003eWhat About Bonds? 155\u003c\/p\u003e \u003cp\u003eAlternatives 158\u003c\/p\u003e \u003cp\u003eAsset Allocation 163\u003c\/p\u003e \u003cp\u003eStrategic Versus Tactical Management 167\u003c\/p\u003e \u003cp\u003eBeing an Investment Manager 169\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 11 An Individual Stock Portfolio: How I Run The Green Sage Sustainability Portfolio 171\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eOverview 172\u003c\/p\u003e \u003cp\u003eIt’s All In the Universe 173\u003c\/p\u003e \u003cp\u003ePortfolio Attributes 180\u003c\/p\u003e \u003cp\u003ePortfolio Holdings Examples 183\u003c\/p\u003e \u003cp\u003eMore About the Universe 187\u003c\/p\u003e \u003cp\u003eData, Data, Data 189\u003c\/p\u003e \u003cp\u003eConclusion 193\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 12 Financial Planning 195\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eOverview 195\u003c\/p\u003e \u003cp\u003eClimate Change and Financial Planning 196\u003c\/p\u003e \u003cp\u003eLocation, Location, Location 197\u003c\/p\u003e \u003cp\u003eInsurance 198\u003c\/p\u003e \u003cp\u003eBanking 200\u003c\/p\u003e \u003cp\u003eWater and Drought 201\u003c\/p\u003e \u003cp\u003eIncome Interruptions 201\u003c\/p\u003e \u003cp\u003eInflationary Pressures 203\u003c\/p\u003e \u003cp\u003e$500,000 204\u003c\/p\u003e \u003cp\u003eConclusion 205\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 13 Business Retirement Plans 207\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eOverview 207\u003c\/p\u003e \u003cp\u003eHot Potato 209\u003c\/p\u003e \u003cp\u003eWhat’s the Best Way to Add Sustainable Fund(s) to a Plan? 212\u003c\/p\u003e \u003cp\u003eConclusion 213\u003c\/p\u003e \u003cp\u003e\u003cb\u003eSection III For the Investment Advisor 215\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 14 The Sri Practice: How You Can Build Your Own 217\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eOverview 217\u003c\/p\u003e \u003cp\u003eGreen or Gray? 219\u003c\/p\u003e \u003cp\u003eStart with Why 220\u003c\/p\u003e \u003cp\u003eCommunicating with Clients and Prospects 222\u003c\/p\u003e \u003cp\u003eWorking with Values- Based Clients 225\u003c\/p\u003e \u003cp\u003eCrafting Your Practice 226\u003c\/p\u003e \u003cp\u003eOrganizations 229\u003c\/p\u003e \u003cp\u003eIndependent or Working Within a Larger SRI Firm or a Larger non- SRI Firm? 230\u003c\/p\u003e \u003cp\u003eConclusion 231\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 15 Dealing with the Politics of Sri 233\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eOverview 233\u003c\/p\u003e \u003cp\u003eWoke Investing and Disinformation 234\u003c\/p\u003e \u003cp\u003eIn Practice 240\u003c\/p\u003e \u003cp\u003eUnderstand the Criticisms 241\u003c\/p\u003e \u003cp\u003eBe a Thought Leader 242\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 16 The Wrap- Up 243\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eAcknowledgments 247\u003c\/p\u003e \u003cp\u003eResources 251\u003c\/p\u003e \u003cp\u003eIndex 257\u003c\/p\u003e\u003c\/font\u003e\u003c\/p\u003e\r\n\r\n\u003cp\u003e\u003cfont size=\"3\"\u003eSubject Areas: Finance \u0026amp; accounting [\u003ca title=\"See our other books on Finance \u0026amp; accounting\" href=\"https:\/\/freshlyprintedbooks.co.uk\/search?q=%22Finance%20\u0026amp;%20accounting%20%5BKF%5D%22\"\u003eKF\u003c\/a\u003e]\u003c\/font\u003e\u003c\/p\u003e\r\n\r\n\r\n\u003c\/font\u003e","brand":"Wiley","offers":[{"title":"Brand New","offer_id":52509150380312,"sku":"9781394253517","price":16.19,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0730\/2037\/5320\/files\/9781394253517.jpg?v=1786494198","url":"https:\/\/freshlyprintedbooks.co.uk\/products\/the-sustainable-investor-responsible-impactful-and-values-driven-investing-strategies-and-practices-for-financial-professionals-hardback-9781394253517","provider":"Freshly Printed Books","version":"1.0","type":"link"}