In this episode of the Financially Fit Couple, host Matthew Gray, a certified financial planner, is joined by Jordan Tucker from Impax Asset Management to discuss ethically screened Investing. The conversation covers the history, principles, and current practices of sustainable investing, emphasizing how investors can align their investments with their values without sacrificing performance. 

Jordan explains the rigorous screening process used by Impax, the importance of ongoing due diligence, and how they engage with companies to drive positive change. The episode also addresses common misconceptions about sustainable investing and provides actionable steps for those interested in incorporating ethically screened investments into their portfolios.

00:00 Welcome to the Financially Fit Couple
00:38 Introduction to Ethically Screened Investing
01:42 Guest Introduction: Jordan Tucker
01:55 The Evolution of Ethically Screened Investing
04:14 Impax Asset Management's Approach
06:45 Screening Process and Criteria
25:14 Engagement and Advocacy Efforts
32:32 Addressing Misconceptions
39:01 Getting Started with Ethically Screened Investing
40:44 Final Thoughts and Disclosures

Jordan Tucker

https://www.linkedin.com/in/jordan-tucker-cfp%C2%AE-29016371/

Jordan Tucker and Impax Asset Management are not affiliated with or endorsed by LPL Financial.

Matthew Gray

https://www.linkedin.com/in/matthew-gray-cfp%C2%AE-5a2144134/

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Matthew Gray Matthew Gray, CFP®

Originally from Charlotte, NC, I attended college at Wingate University where I graduated with a bachelor’s degree in Finance in 2019. During my time as a student, I learned the value of genuine service working at Chick-fil-A and honed my coaching skills tutoring high school debaters.

After graduating, I attained my Series 7 and 66 registrations, currently held by LPL Financial, along with the Virginia Life & Health Insurance license. In 2022, I was named a CERTIFIED FINANCIAL PLANNER™ professional. It is my conviction that I am called to serve those around me with the utmost honor and respect. This is why I believe in having a positive impact on everyone I meet while striving to go the extra mile.

I moved to the Shenandoah Valley after meeting my beautiful wife and best friend, McKenzie. We are blessed to have our son, Spencer, with us and two children in heaven, Hope and Camden. My favorite hobbies include disc golf, basketball and reading. I am an avid football fan, love the Carolina Hurricanes, and appreciate great food.