Investments in developed economies like the U.S. and Europe are generally thought to be less risky than those in emerging markets. However, these emerging markets come with a great deal of investment potential. We dedicated today’s episode to exploring responsible emerging markets investing, and are joined by Perth Tolle, the founder of Life + Liberty Indexes. Throughout the episode, we dive into the Perth’s professional journey, freedom weighting, funding, ESG, operating expenses, and more.
[04:14] The journey – Perth shares her story and the reason behind not investing in her home country.
[07:22] Freedom weighting – Perth explains how they use third-party freedom metrics based on three freedom categories; civil, political, and economic.
[12:16] Chile – We dive into the dynamics of the best-performing emerging market this year.
[16:28] Funding – Perth explains how the funding was done in 2019, and shares some performance metrics.
[21:20] Environmental, Social, and Governance – Perth shares why they are distancing from ESG.
[25:27] Lifecycle – Perth explains the process of starting her ETF.
[38:45] First purchasing – Perth shares details on the first security purchasing.
[42:18] ADRs – Perth and Grant discuss American Depositary Receipts (ADRs), which are negotiable security instruments issued by U.S. banks and reflect a certain number of shares in a foreign business traded on U.S. financial markets.
[44:50] Work-life balance – Perth explains the importance of a balanced personal and professional life.
[47:39] Next five years – Perth shares what the next five years in her organization will look like.