Talking with Clients about ESG, Performance, and Integration

Presented by

Paul Ellis, Jeff Gitterman, Katherine St. Onge, and Jennifer Sireklove

About this talk

A majority of advisors believe that ESG integration will become standard practice within their organization by 2022 , yet most of them are not asking clients retail & institutional about opportunities for ESG integration in their portfolio strategies. This will shift as Millennials become the predominant investor cohort; by 2030. How can advisors lead the conversation? This webinar will cover the following: - Understanding how millennials are approaching ESG and integrating it into their portfolios - Using Thematic ETFs to design an ESG Portfolio - What advisors should focus on when speaking with clients about ESG Integration. Panel: Paul Ellis, Sustainable Investing Consultant (Moderator) Jeffrey Gitterman, Co-Founder, Gitterman Wealth Management Katherine St. Onge, Director, Syndications and Institutional Partnerships, Calvert Impact Capital Jennifer Sireklove, Director of Responsible Investing, Parametric

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