Advisors may believe that their clients prefer that they manage investments in-house, but recent research from Adhesion Wealth states that only 17% of clients feel this way. In fact, more than half of the clients… Read more »
During our most recent RIA Channel ESG Playbook, David Callaway agreed with Jeff Gitterman that financial assets face repricing as climate change becomes better understood by the markets. The asset management industry is already adapting… Read more »
Our March RIA Channel ESG Practice Playbook catalyzed several audience questions related to ESG engagement and divestment. Below are a couple of (slightly edited) questions we received: How can investors influence companies to be even… Read more »
This Earth Day we’re encouraged by the proliferating commitments from financial services firms, regulators, policy makers, and corporations, in support of protecting and valuing the climate and natural ecosystems. Although there is much to be done, including… Read more »
New York University School of Law recently conducted an expert survey on the economics of climate change. Out of 738 PhD-level economists responding, 74% agreed that “immediate and drastic action is necessary.” Respondents estimated that “economic damages… Read more »
Please Note: This webinar series is for financial professionals only, and the replay can now be seen on demand by clicking here The ESG and sustainable investing landscape has greatly evolved over the last decade…. Read more »
In last week’s ESG Practice Playbook, Jeff talked about the cascade of recent physical climate events and the legal and regulatory trends that are increasingly putting climate change considerations at the center of business and… Read more »
“When you need water, water is the only thing that will do.” ~Matt Diserio, President, Water Asset Management Climate change is increasingly disrupting the hydrological cycle, manifesting in increased flooding and droughts. Alongside this, multiple… Read more »
Sustainable investing industry jargon can be challenging. Certain terms may seem straightforward but are more complex if you look deeper. Over the past three weeks, our ESG Practice Playbook has been covering some fundamentals, which we would… Read more »
While the EU and other jurisdictions have been pressing ahead with ESG policy and regulations aimed at creating market clarity, the SEC has been way behind. However, recent developments demonstrate that a U.S. catch up… Read more »