The Values Investors Podcast with Bill Holiday: Episode 35

Welcome to the latest episode of The Values Investors Podcast, brought to you by AIO Financial. This episode covers everything from Bill’s personal updates to a deep dive into Morningstar’s new sustainability rating.

Bill’s Workout Buddies and Life Updates

• Cardio Confessions: Bill chats about life and investments during cardio sessions with one partner.
• Weightlifting Woes: With his second partner, Bill tackles the weights, reminiscing how the pain of lifting has changed over two decades.

Exclusive Interview with David Harrell from Morningstar

• A Veteran’s Insight: David shares his journey since 1994 at Morningstar, bridging editorial expertise with fund analysis.
• Sustainability at the Forefront: An in-depth discussion on Morningstar’s first-ever fund level sustainability rating.

Morningstar’s Methodology Explained

• Collaboration with Sustainalytics: How Morningstar leverages data from a firm with 20 years of experience in ESG company ratings.
• Evaluation Process: Insight into the environmental, social, and governance factors influencing company evaluations.

Unpacking the Sustainability Rating

• Rating Rationale: An explanation of how Morningstar arrives at a fund’s overall ESG score and the controversy deduction.
• Distribution and Rankings: The process that leads to a fund being awarded one to five globes based on sustainability performance.

Accessibility for Investors

• Morningstar’s Offering: Free access to sustainability ratings on global websites and detailed analysis in premium products.
• The Coverage Spectrum: From individual fund scores to broad ESG assessments for mutual funds, ETFs, and closed-end funds.

Looking Ahead

• Future Developments: Anticipations for expanded coverage and potential enhancements, including company engagement practices.

Engage with Us

• Get in Touch: Reach out to Bill via Facebook, email (bill@aiofinancial.com), or call for finance-related queries.
• Support the Podcast: Leaving a review on iTunes helps others discover and join our conscious investing community.

This episode not only educates on the intricacies of responsible investing but also invites listeners to engage with the broader community at AIO Financial. For more information or personalized financial advice, especially about socially responsible investing, connect with AIO Financial at aiofinancial.com.

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