Increasingly, investors consider climate risk to be investment risk. So, what can you do to better manage risk and adapt to a world where climate may be an important consideration when pricing and valuating assets?… Read more »
Did you miss our recent webinar? Climate change and other social and environmental risks are increasingly necessary integrations into investment management decisions. Yet navigating the sustainable investment landscape isn’t always easy for advisors that are… Read more »
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Written by Jessica Skolnick, CFA and Adam Bernstein, ESG / Impact Analyst For the last several weeks, markets have been in a holding pattern awaiting clarity on the direction of future Federal Reserve decisions and,… Read more »
By Jeff Gitterman In my travels to various conferences and my connection to many RIA firms, I keep hearing an increasingly familiar story. “The growth of my practice is shrinking due to market declines and… Read more »
Q: Tired of scrambling at year end to tax harvest your client’s portfolios? A: Solve the year end time crunch by utilizing an automated tax overlay strategy throughout the year. For the right clients, a… Read more »
Q: Is a high conviction investor unenthusiastic about the mutual fund proposal you just presented? A: When mutual funds as a standalone solution no longer serve the breadth of your book of business, consider a… Read more »
RIA Channel founder and CEO Julie Cooling recently invited Jeff to the RIA Channel studio to talk about the history of Gitterman Asset Management and the evolution of our ESG and climate focused UMA and… Read more »
Written by Jessica Skolinck, CFA and Adam Bernstein, ESG / Impact Analyst If you would like to listen to a replay of our Q1 2023 Market Update Webinar, please feel free to use this link… Read more »