Managing ESG Investing and Client Relationships during the Pandemic
Paul Ellis | Alessia Falsarone | Jeff Gitterman | Ivka Kalus | Karen Wawrzaszek
About this talk
How financial services firms are adapting their business models to the COVID-19 pandemic. Practical suggestions for continuing to service clients and manage investment strategies online through your socially distanced and dispersed advisory practice and/or asset management team.