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Your Essential Guide to Sustainable Investing

How to live your values and achieve your financial goals with ESG, SRI, and Impact Investing

By Samuel C. Adams and Larry E. Swedroe

Paperback £19.99 / $18.99
eBook £14.99 / $14.99
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Your Essential Guide to Sustainable Investing

How to live your values and achieve your financial goals with ESG, SRI, and Impact Investing

By Samuel C. Adams and Larry E. Swedroe

Jacket text

Sustainable investing is booming. The investment industry is fast approaching a point where one-third of global assets under management are invested with a sustainable objective.

But do sustainable investment products do what investors expect them to do?
How can an investor tell if their investments are having the social impact they want?
Does that impact come at a financial cost?
And how can investors weave their way through the web of confusing acronyms, conflicting agency ratings, and the mass of fund offerings, confident that they can recognize and avoid corporate greenwashing?

Larry Swedroe and Sam Adams cut through the fog and bring clarity on all of this and more—providing investors with a firm plan for truly sustainable investing.

The authors first define sustainable investing, illuminating the differences between ESG, SRI and impact investing, and reveal who is currently investing sustainably and why.

They then move on to a comprehensive review of the academic research. What does the data really say about risk and return in sustainable investing? What performance can you genuinely expect from sustainable investments? And how are today’s sustainable investors using their influence to drive positive changes for society and the environment?

Finally, this book arms you with a practical guide to investing sustainably, including how to effectively choose your asset allocation strategy, and select the managers and funds through which your money can create the change you want to see in the world.

Your Essential Guide to Sustainable Investing is the definitive go-to resource that investors have been waiting for.

About the author

Samuel Adams is CEO and co-founder of Vert Asset Management, a dedicated ESG investment management firm. He has been a featured speaker on sustainable investing at financial advisor conferences in the US, UK, Europe, and Australia.

Prior to launching Vert, Sam spent almost 20 years working at Dimensional Fund Advisors. He started Dimensional’s European Financial Advisor Services business and led it for ten years.

Sam has a BA in Philosophy from the University of Colorado, Boulder and an MBA in Finance from the University of California, Davis. Sam is an avid mountaineer and cyclist, and is very passionate about the environment.

About the author

Larry E. Swedroe is the chief research officer for Buckingham Strategic Wealth and Buckingham Strategic Partners. Larry holds an MBA in finance and investments from New York University and a bachelor’s degree in finance from Baruch College. Larry was among the first authors to publish a book that explained the science of investing in layman’s terms, The Only Guide to a Winning Investment Strategy You’ll Ever Need. He has since authored nine more books and co-authored seven books on investing and financial planning. His books have been published in seven languages. Larry is a prolific writer and contributes regularly to EvidenceInvestor.com, AdvisorPerspectives.com, and AlphaArchitect.com.

Reviews

Larry Swedroe and his co-author Sam Adams provide an insightful guide for investors interested in the hottest investment today; namely sustainable investing (SI). Their book is not simply a “this is a wonderful opportunity,” but a sober look at the reality that the plethora of SI funds are not particularly comparable and, in fact, the rating services provide radically different ratings for the same funds. Having set the framework and following up with details on the nature and attributes of the SI market, they conclude with a comprehensive guide on “How to Invest Sustainably” (and the warning that it will take work). If this is an investment universe you have an interest in entering, Your Essential Guide To Sustainable Investing is indeed an essential book to own and read.

Harold Evensky, Founder Evensky and Katz

Sustainable investing is a complex subject. The investing industry, as it always does, has made it even more so. Here is a book that spells out what the data and peer-reviewed academic evidence tell us. The truth is, we simply don’t know whether ESG portfolios will outperform or underperform mainstream portfolios in the future. Ultimately, though, there are far more important things at stake. Adams and Swedroe have produced the go-to guide for anyone who wants to understand the issues involved.

Robin Powell, Editor, The Evidence-Based Investor

Demand is booming for mutual funds that specialize in ethical investing—helping you put your money into companies that support the environment, workers, and society in general. But some apparently “green” funds are merely “green-washed,” only pretending to invest ethically. How can you find investments that truly reflect your principles? This excellent book will tell you. You’ll learn the nuances of social investing as well as discover your likely investment returns. Highly recommended!

Jane Bryant Quinn, Author, How to Make Your Money Last: The Indispensable Retirement Guide

Media coverage

From Master Investor:

For those interested in getting more involved in sustainable investing this new book from authors Larry Swedroe and Sam Adams is one of the most thorough guides on the market right now. Through eight chapters, Your Essential Guide to Sustainable Investing provides readers with a comprehensive review of what exactly the industry is and a… Read more »

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From STLtoday.com:

Swedroe said he decided to write “Your Essential Guide to Sustainable Investing” after seeing more interest from investors and reading more academic literature on the topic.

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From Picture Perfect Portfolios:

Larry Swedroe is quite literally “the perfect guest” for our “Investing Legends” series as he’s in my opinion the most prolific investment writer and researcher of our time. Whenever I follow his feed on Twitter (@larryswedroe), I notice new research supported articles being published or a new book being announced. It just so happens that… Read more »

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From AAII Journal:

Larry Swedroe is the chief research officer at Buckingham Wealth Partners. His latest book, co-authored with Samuel C. Adams, is “Your Essential Guide to Sustainable Investing,” (Harriman House, 2022). Assistant editor Anine Sus and I spoke with Larry about the challenges that investors interested in environmental, social and governance (ESG) strategies face and how they… Read more »

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From New Books Network:

Your Essential Guide to Sustainable Investing (Harriman House, 2022) is the definitive go-to resource investors have been waiting for.

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From Stacking Benjamins:

Are your investment aligned with your values? Did you know that you can screen for (or against) certain industries or sectors within funds? The terms ESG (environmental, social, governance), SRI (socially responsible investing), and impact investing encompass this thought process. Larry Swedroe joins us to explain this type of investing, its growing popularity, and how… Read more »

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From CNBC:

“It could be that green will outperform for a while longer, but afterwards we should see it underperform” once the ESG market reaches a new equilibrium, said Swedroe, who is also co-author of the new book “Your Essential Guide to Sustainable Investing.”

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From CNBC:

Swedroe is the co-author of a new book titled “Your Essential Guide to Sustainable Investing.” The book explains differences between ESG, Socially Responsible Investing (SRI) and impact investing. “Having consistent standards is useful, but we need to recognize that the data going into these products could be used and applied in different ways,” Swedroe said.

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From Advisor Perspectives :

In their final chapter, Adams and Swedroe provide useful practical advice for investors who wish to build portfolios that are consistent with their individual values. While such an undertaking requires hard work, they clearly show the necessary steps and the framework required. The criteria are provided for the selection of ESG investments, keeping in mind… Read more »

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From Business Wire:

The authors cut through the fog and bring clarity on what sustainable investing is, who is currently investing this way and why. They review the evidence on the performance of sustainable investing and how it influences corporate behavior. The book also includes a practical guide to selecting investments for a robust and sustainable investment portfolio.… Read more »

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From CNBC:

Larry Swedroe, Buckingham Strategic Wealth, joins the ‘Halftime Report’ to discuss how we can standardize the definition of ESG.

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From CNBC:

Larry Swedroe joins Bob Pisani on CNBC to discuss ESG Investing and his new book Your Essential Guide to Sustainable Investing.

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From The Evidence Based Investor:

Every year the financial markets provide us with lessons on the prudent investment strategy. They frequently offer remedial courses, covering lessons they taught in previous years. That’s why one of Larry Swedroe’s favourite sayings is that there’s nothing new in investing, only investment history you don’t know. In this episode, Larry discusses with Robin Powell… Read more »

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Published: 05/04/2022
Edition: 1st
Pages: 244
Formats: paperback - ISBN 9780857199041
ebook - ISBN 9780857199058
audio - ISBN 0000000000066
Media enquiries

If you’d like to get in touch with the author for interview or comment, or you’d like a review copy of this book, please contact us at pr@harriman-house.com or call +44 (0)1730 233870.

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