Aaron Scully of Janus Henderson Investors - The Promise of Sustainable Investing

In today’s episode, Rusty talks with Aaron Scully, Portfolio Manager on the Global Sustainable Equity Team at Janus Henderson Investors. Aaron has been with Janus Henderson Investors for more than two decades. Since the beginning, he has helped with implementing the best investment strategies to move sustainability forward. When not at his desk, Aaron enjoys climbing Colorado's 14ers. As a person who grew up in the Midwest, he remembers falling in love with Colorado's scenic environment. The great career development opportunities it offered were just a bonus. Aaron and Rusty discuss the impact of sustainable investing in our future, different sustainable investing themes, and the effect of sustainable investing on portfolio performance. "Investing is something you do that seems like a small decision. But it can have a profound impact on society and the environment, depending on how you invest." ~ Aaron Scully Main Takeaways  Companies that have a product or service that is helping the world are eligible for sustainable investing. Conversely, it must not have any product or service that is detrimental to society. Sustainability drives high performance. Companies that address huge societal problems can ensure longevity in the industry and attract greater human capital.  The environmental and societal involvement of companies are great indicators in the future of sustainable investing.  Portfolio managers focus on three things when they implement sustainable investing: exclusionary criteria, ESG (environmental, social, and governance) issues tackled, and engagement. The future is now in sustainable investing. Begin a socially responsible investing journey. More and more companies are allocating their resources to drive sustainability.  Links Aaron Scully on LinkedIn Janus Henderson Investors Golden by Harry Styles United Nations Brundtland Commission ESG assets may hit $53 trillion by 2025, a third of global AUM | Bloomberg The Omnivore’s Dilemma: A Natural History of Four Meals by Michael Pollan Connect with our hosts Rusty Vanneman Robyn Murray Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts 2149-OAS-7/28/2021

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Orion’s The Weighing Machine How does Orion help financial advisors guide investors toward their financial goals? We provide the services and solutions advisors need to help clients stay invested in balanced portfolios. On Orion’s “The Weighing Machine,” featuring Orion Chief Investment Officer Rusty Vanneman, CFA, CMT, BFA, we cut through the market clamor and focus on time-tested principles that help financial advisors and investors reach their long-term financial goals. Each podcast reviews weekly commentary by Orion’s investment team and features a special guest to discuss market headlines. Wealth Management services are offered by Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor. Orion Portfolio Solutions, LLC is a wholly owned subsidiary of Orion Advisor Solutions, Inc. (“Orion”). The CFA®️ is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute — the largest global association of investment professionals. To learn more about the CFA charter, visit www.cfainstitute.org. The CMT Program demonstrates mastery of a core body of knowledge of investment risk in portfolio management. The Chartered Market Technician®️ (CMT) designation marks the highest education within the discipline and is the preeminent designation for practitioners of technical analysis worldwide. To learn more about the CMT, visit https://cmtassociation.org/. Think2perform’s Behavioral Financial Advice program integrates traditional finance practices with psychology and neuroscience to improve emotional competency and decision-making behavior that increases effective usage of the financial plan with clients. To obtain the Behavioral Financial Advisor (BFA) designation, participants must complete a self-directed course, which takes 20-30 hours to complete, and includes a mix of interactive exercises, videos and case studies. To learn more about the BFA, visit https://www.think2perform.com. 0503-OPS-3/4/2024