Posts Categorized: Impact Investing

ESG vs. Anti-ESG: Is There Any Common Ground?

As ESG has grown in prominence, its critics have grown in numbers. However, the ESG backlash, and related proposed state legislation, are now receiving pushback for creating “unintended consequences.” And, while the debate is getting… Read more »

Replay of our Climate UMA Solutions Webinar

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 »

May Market Update: The Standoff

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 »

The Advisor’s Dilemma

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 »

Simplify Tax Harvesting with UMAs

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 »