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 »
News + Insights
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 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 »
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 »
Gitterman March Market Commentary: Has Something Finally Broken?
Our investment thesis since early 2022 has been that the Federal Reserve will continue to raise rates and keep them at a high level until either inflation returns to target or “something breaks” in the… Read more »
Water: A Cornerstone of Thematic Investing
From a climate investing perspective, water is an essential theme. Floods, droughts, and hydrological cycles are several of the ultimate expressions of climate change, driving water scarcity, influencing population movement, and increasing the need for… Read more »