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 »
News + Insights
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 »
Climate UMA Solutions Webinar: Wednesday, May 24th – 2:00 – 3:00 PM EST
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 »
The Evolution of Climate UMAs
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 »
Q1 2023 Market Commentary: Something Has to Give
Written by Jessica Skolinck, CFA and Adam Bernstein, ESG / Impact Analyst Macro Update The dust has now settled on a frustrating quarter for managers positioned defensively, as we are. We began the year with… Read more »
Addressing Sustainable Infrastructure
Globally, trillions of dollars in sustainable infrastructure investment will likely be needed to provide clean, safe, and high-quality water, energy, and food to the world’s population in the coming years. While we have not found… Read more »
Quarterly Market Outlook Webinar – April 25th – 3:00 – 4:00 PM EST
Each quarter, Gitterman Asset Management’s Investment team, led by our Director of Investments, Jessica Skolnick, CFA, produces a quarterly market outlook to address the latest macroeconomic trends and sustainability issues facing investors and advisory firms… Read more »
Climate Risk and Asset Repricing
Most of us follow the markets and interest rates on a day-to-day basis, and this takes up a lot of time and attention because they tend to have a more short-term and immediate impact on… Read more »