Episode 11 | Different approaches to ESG Investing in conversation with Ian Tam, Morningstar & Paul MacDonald and Mike Dragosits, Harvest ETFs

Nov 5, 2021 | Insights, Podcasts

Highlights:

Paul MacDonald & Mike Dragosits from Harvest Portfolios sit down with ESG thought leader Ian Tam from Morningstar to discuss different lenses and applications being used in industry for ESG, SRI and Clean Energy.

Guest Speaker:

Ian Tam, CFA

Director of Investment Research
Mornigstar Canada

Ian Tam, CFA is Director of Investment Research for Morningstar Canada, a wholly owned subsidiary of Morningstar, Inc. Prior to his current role, Tam was a Sales Director for CPMS™, Morningstar’s quantitative screening and back testing platform for equities. Before joining Morningstar in 2014, Tam worked for Thomson Reuters’ Financial and Risk Division where he helped retain and grow business with buy side clients and sell side equity research firms. Tam holds a Bachelor of Applied Science in Mechanical Engineering from the University of Waterloo and holds the Chartered Financial Analyst® designation. In his spare time Tam is an avid yogi, and raising a rambunctious new puppy.

Hosted by:

Paul MacDonald, CFA

Chief Investment Officer
Harvest ETFs

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Mike Dragosits, CFA

Portfolio Manager
Harvest ETFs

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Disclaimer

For Information Purposes Only. All comments, opinions and views expressed are of a general nature and should not be considered as advice and/or a recommendation to purchase or sell the mentioned securities or used to engage in personal investment strategies.

Commissions, management fees and expenses all may be associated with investing in HARVEST Exchange Traded Funds (managed by Harvest Portfolios Group Inc.) Please read the relevant prospectus before investing. The funds are not guaranteed, their values change frequently and past performance may not be repeated. Tax, investment and all other decisions should be made with guidance from a qualified professional.

Certain statements included in this communication constitute forward-looking statements, including, but not limited to, those identified by the expressions “expect”, “intend”, “will” and similar expressions to the extent they relate to the Investment Fund. The forward-looking statements are not historical facts but reflect the Fund’s, Harvest and the Manager of the Fund’s current expectations regarding future results or events. These forward looking statements are subject to a number of risks and uncertainties that could cause actual results or events to differ materially from current expectations. Although the Fund, Harvest and the Manager of the Fund believes that the assumptions inherent in the forward-looking statements are reasonable, forward-looking statements are not guarantees of future performance and, accordingly, readers are cautioned not to place undue reliance on such statements due to the inherent uncertainty therein. The Fund, Harvest and the Manager of the Fund undertakes no obligation to update publicly or otherwise revise any forward-looking statement or information whether as a result of new information, future events or other such factors which affect this information, except as required by law.

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