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