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 new to the space. In this webinar, Jeff Gitterman and Penelope Jackson expand on several trends related to climate policy and offer ways to incorporate climate investing into your practice. Topics include:
How does climate adaptation, innovation, and regulation impact pricing in the capital markets?
What new technologies and improvements are in development to address a variety of climate solutions?
How can your practice take advantage of these trends with the Gitterman Climate UMA?
Our Unified Managed Accounts have the potential to simplify the investment management process on several fronts, while also providing many other attractive features that are not available in other investment products, such as:
Strategies that incorporate physical climate risk and adaptation alongside ESG integration
Market leading tax overlay capabilities, including customized transition management
Access to institutional and boutique managers not normally accessible in a UMA
As we continue to bring innovative ideas to the marketplace, look for news of our future events!
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The asset allocation of the model portfolios listed above are proprietary to and developed by GWM. Different types of investments and strategies involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be profitable. It is important for Investment Advisers to review with their clients their investment objectives, risk tolerance, time horizon, liquidity needs, and tax consequences related to the strategies in this presentation at least annually. Any investment involves a high degree of risk, including the risk that the entire amount invested may be lost. Many factors affect performance including changes in market condition, changes in interest rates, and market responses to economic, political and social developments.
This document does not constitute advice or a recommendation or offer to sell or a solicitation to deal in any security or financial product. It is provided for information purposes only and on the understanding that the recipient has sufficient knowledge and experience to be able to understand and make their own evaluation of the proposals and services described herein, any risks associated therewith and any related legal, tax, accounting or other material considerations. To the extent that the reader has any questions regarding the applicability of any specific issue discussed above to their specific portfolio or situation, prospective investors are encouraged to contact Gitterman Asset Management or consult with the professional advisor of their choosing.
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Certain information contained herein constitutes “forward-looking statements,” which can be identified by the use of forward-looking terminology such as “may,” “will,” “should,” “expect,” “anticipate,” “project,” “estimate,” “intend,” “continue,” or “believe,” or the negatives thereof or other variations thereon or comparable terminology. Due to various risks and uncertainties, actual events, results or actual performance may differ materially from those reflected or contemplated in such forward-looking statements. Nothing contained herein may be relied upon as a guarantee, promise, assurance or a representation as to the future.
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