Episode 97 — This week on Margaritas with Marguerita learn more about ESG with Liz Simmie, Co-Founder, Honeytree Investment Management

Friday, June 2, 2023: A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday we start the weekend off by learning from industry experts how to flex our financial muscles. 

Meet our guest: Liz Simmie, Co-Founder, Honeytree Investment Management

Our Topic: Everything you need to know about ESG (Environmental, Social, and Corporate Governance)

Rita asks Liz: 

• What is ESG?
• Why are investors interested in investing in ESG and impact-related products?
• Is ESG political?
• How is ESG data being standardized?
• What are the options available for investors looking to invest in ESG products?

About our guest: Liz co-founded Honeytree Investment Management, an asset management firm focused on responsible growth based in Toronto. Together with the team, she manages Honeytree’s concentrated active investment strategies for institutional and private clients.  Honeytree believes what is traditionally seen as ‘ESG’ data is just as important to assessing a company’s long-term growth and risk as traditional fundamental data – and we integrate them both equally in our investment process.  We are proud to be one of the handful of women-led responsible asset management firms globally leading the conversation.  Prior to founding Honeytree, she worked at Bristol Gate Capital Partners, a leading active management firm, and before that, she worked in quantitative market research for Ipsos. Liz has BA in Economic Statistics and History. Liz lives with her husband and three kids in Toronto.

Learn more: honeytreeinvest.com

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