As the summer heats up, we are taking a virtual trip around the world to introduce you to select managers in our SMART Investing Solutions suite. One goal of our diligence process is to find… Read more »
News + Insights
ESG: Value, Values, or Both?
When the term “ESG” was coined back in 20041, the goal was to focus “on issues which have or could have a material impact on investment value” over “longer time-horizons (10 years and beyond) and… Read more »
The Great Repricing: Financial Advice in the Age of Climate Change, September 9th and 10th at The Javits Center, New York City
How must the business of wealth management evolve in a hotter world? What do your clients need to know to plan for their futures? What do you need to know to help them make those… Read more »
A Climate of Big Questions
So much financial advice is predicated on caring for your future self. Your present self must resist temptations today to protect tomorrow. But it’s hard. Granted, some of us are naturally wired for saving and… Read more »
Contribute Your Talents to Climate Solutions
Everyone and every organization can contribute something to the fight against climate change. That’s the message from Salesforce’s VP of Sustainability, Patrick Flynn. With a solid foundation in corporate philanthropy, Salesforce has recently supercharged its… Read more »
The E.U. Influence on Sustainable Investing in the U.S.
When it comes to the capital markets, the U.S. markets are the world’s largest and “among the deepest, most liquid and most efficient.”[1] Healthy, transparent markets are critical to ensure that capital flows to support… Read more »
Disruption on the Board
As we reported back in April, climate would be a significant theme in this year’s proxy season. Since then, Exxon now has three new board members nominated by activist hedge fund, Engine No.1 (initially, two… Read more »
Cautious Optimism: Orders Aren’t Outcomes
The month of May brought us another climate-related executive order, stating it is the administration’s policy “to advance consistent, clear, intelligible, comparable, and accurate disclosure of climate-related financial risk…including both physical and transition risks.”[1] This… Read more »
Three Reasons to Outsource Your ESG Solutions
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 »
The Role of Advisors in the Great Climate Repricing
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 »