How is it possible that even with a pandemic, civil unrest, and the inability to meet clients in person, certain advisors are growing their assets and expanding their reach? The answer for many advisors is impact investing. In addition to providing the opportunity for investors to align their portfolios with their values, ESG and impact products have proven their downside protection and consistently outperformed the market in 2020. In this panel, several rising leaders in the advisor community will talk about how to gather assets with the story of impact, as well as emphasize detailed methods for implementation in portfolios.
- William Burckart, President of TIIP, co-author of ’21st Century Investing: Redirecting Financial Strategies to Drive Systems Change’ (moderator)
- Noel Pacarro Brown, Managing Member of The Conscious Wealth Management Group at Morgan Stanley
- Brett Wayman, Vice President, Impact Investing at Envestnet
- Lori Choi, Partner, Sr. Wealth Manager, Veris Wealth Partners
Watch the recording here.