Latest / The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How the Ultra-Wealthy Use ESG Investing for Impact and Returns
Episode 11 of The High Net Worth Podcast explores how ultra-high-net-worth families are integrating ESG (environmental, social, governance) criteria into their portfolios—not just as a values play, but as a risk management and return-enhancement strategy. Lucas and Luna examine a real-world case: a multi-billion-dollar family office that shifted 40% of its public equity allocation to ESG-focused funds over five years, outperforming its traditional benchmark by 60 basis points annually. They break down the specific levers: carbon footprint screening, board diversity mandates, and active…
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