Episode 139

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Published on:

8th Apr 2025

Building a Sustainable Portfolio: Lessons from Unless Financial's Dave Rae

In this episode of The Greener Way, Michelle Baltazar speaks with Dave Rae, a responsible investment advisor from Unless Financial.

They discuss common myths about responsible investing, affirming it doesn't sacrifice returns and requires global diversification to be successful.

The discussion also highlights the growing role of tech in sustainable investments and the importance of addressing climate change for portfolio risk and opportunity.

 

00:00 Introduction to Sustainability Themes

00:36 Welcome and Guest Introduction

01:21 Dave Ray's Background and Responsible Investing

01:56 Financial Advice for Climate-Conscious Investors

02:25 Engaging Clients in Sustainable Conversations

06:57 Risk and Return in Sustainable Investing

09:48 Misconceptions About Ethical Financial Advice

12:02 Global vs. Australian Sustainable Investments

13:01 Technology's Role in Sustainable Investing

14:55 Urgency of Climate Action in Investing

16:25 Conclusion and Final Thoughts



This podcast uses the following third-party services for analysis:

OP3 - https://op3.dev/privacy
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About the Podcast

The Greener Way
Conversations about people, planet and profit-for-purpose in a complex world, brought to you by the publishers of FS Sustainability.
The Greener Way is your podcast for exploring the big environmental, social and governance questions. Each week, The Greener Way will focus on deep conversations with investment and corporate experts who are deeply engaged in managing the sustainability challenges facing our planet.

From climate change to biodiversity, human rights and modern slavery to corporate purpose and governance, we tackle head-on the nuances and trade-offs of our complicated world.

The Greener Way is the podcast of FS Sustainability, the premier weekly trade publication that covers how investors and companies are changing real world outcomes across environmental, social and governance issues.