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 thematic SMA solutions.
Jeff and Julie spoke about the benefits of UMAs (Unified Managed Accounts) compared to ETFs and mutual funds, the current state of the ESG industry with regard to wider criticisms of greenwashing and “woke” capitalism, how climate focused investing differs from ESG, and how other advisors can access our products and services. We hope that you find this interview to be interesting and informative.
If you would like to learn more about the products and services that we offer, we would like to invite you to our next online event:
Gitterman Asset Management
Climate UMA Solutions Webinar
Wednesday, May 24, 2023
2:00 – 3:00 PM EST Register
Please note: This event is for financial professionals only
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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.
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