A Way to Build Customized ESG Portfolios for Clients
About this Episode
A barrier to ESG and SRI adoption is the one-size-fits-all approach inherent in mutual funds and ETFs. But a new solution allows advisors to create SMAs that are customized based on each of your clients’ values, needs and preferences.
Guests and firm: Claire Veuthey, director of ESG + Impact at OpenInvest