As one year closes and another starts, financial services firms memorialize their economic and market expectations for the upcoming year. Over the last few weeks, we’ve reviewed several papers and news items, and talked to… Read more »
Posts By: aappel
RIA Channel: Gitterman’s Best in Breed Approach to ESG Investing
Jeff recently chatted with Julie Cooling, CEO of RIA Channel, about our SMART Climate UMA and why there is more alpha potential available in a UMA (Unified Managed Account) comprised of SMAs (Separately Managed Accounts), as… Read more »