A Way to Build Customized ESG Portfolios for Clients

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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

Notes: For more information about OpenInvest, you can go to its web site. The article on nuclear energy and ESG investing mentioned in the podcast can be found here.