Episode #152: Responsible Emerging Markets Investing With Perth Tolle

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.

Show Notes

[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.