Mar 15, 2017
On today’s episode, we’ll explore why ESG investing is an emerging topic, what role it plays in a portfolio, and what actions advisors can take to implement ESG with their clients. Our guest is Ali Caffery, a Portfolio Manager at Envestnet. Envestnet is a web-based platform for financial advisors that assists them with the wealth management process, including performance reporting, portfolio solutions, and research tools.
For full show notes and links mentioned in this episode, visit https://www.bmogam.com/us-en/advisors/news-and-insights/esg-doing-well-and-doing-good-with-your-portfolio/.