As sustainable investing grows in popularity, so do the misconceptions about its framework.
In this episode, Laura Gregg and David Partain speak with Kiley Miller, Director of ESG Investment Solutions at Envestnet.
Kiley is a passionate leader in the ESG investment space. She shares how she is working to help advisors better understand underlying value of ESG information, its various applications, and what it brings to an advisory practice.
Workers and consumers are holding businesses to higher standards. Why wouldn’t investors do the same? As awareness of environmental, social and governance (ESG) issues grows, more people are saying ‘I want an investment that's going to help me reach my financial goals, but I'd like the more sustainable version, please’.
Why is ESG moving from marginal to mainstream? Aligning investments with values is just the beginning.In this episode, Laura Gregg and David Partain talk with Jeffrey Gitterman, Co-Founding Partner and Creator of Sustainable, Impact, and ESG Investing Services at Gitterman Wealth Management, LLC. They discuss his passion as an ESG advocate, why he believes it belongs in every client conversation and how advisors can make it a standard practice.
What’s a great way to learn about your clients’ ESG priorities and performance objectives? Ask them! Sign up for a questionnaire you can use to better understand your clients’ needs and have more productive conversations.