Expert Investor: Emilie O’Neill – The Research Process For ESG Investing

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Emilie O’Neill is an ESG and equities analyst for Perennial and does a large portion of the research for the eInvest Future Impact Small Caps Fund (Managed Fund) (ASX:IMPQ).

In this episode we were interested in understanding the day-to-day work of a research analyst, and the process Emilie follows to uncover stocks that fit in the ESG universe, and eventually end in her portfolio.

In this episode, you will learn:

  • The story of Emilie’s first investment
  • What the Future Impact Small Caps Fund is, and
  • What the fund is trying to achieve
  • How Emilie and eInvest define ESG and the difference between a dark green and light green company
  • About negative and positive screening, and exclusion lists
  • The research process Emilie follow to uncover stocks
  • The key characteristics they look for in small cap stocks
  • Plus much, much more!

For more information about what was discussed in this episode, head to www.einvest.com.au/equitymates

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