In this episode, Michael and Gabe talk about:
- The trend of more investors being interested in protecting and growing their wealth, but also creating more good with their money in the world.
- How Michael finds his client's ESG interest in his use of a questionnaire, and further conversations with what ESG means to each client.
- The challenges around making the transition to ESG and how the space is constantly evolving.
- The power of shareholder advocacy to drive change at a company level and how to assess that through a client’s investments.
- The future of ESG terminology as new disclosures and rules will bring some standardization to this industry.
About YourStake Your Story:
YourStake aims to provide advisors with everything they need to understand ESG issues, analyze portfolios, and report to clients. We want to equip you with the underlying data and analysis tools to navigate ESG. The YourStake, YourStory podcast is designed to amplify voices in the financial industry who are leading the charge for socially responsible investing practices.
Each episode, we are joined by experts in the field to hear their stories about what brought them into the industry, why they are passionate about ESG and values-based investing, and much more.
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