ESG investing has become one of the most popular and fastest-growing areas in the financial world, with more and more investors looking to put their money into companies that align with their values. Despite its popularity, there still needs to be more clarity about what ESG investing is and how it works.
In this episode, Ryan and George are joined by Jeff Gitterman, CEO and Partner at Gitterman Wealth Management. Jeff has over 30 years of experience as a financial advisor, primarily focusing on high-net-worth individuals and higher education professionals. He is a widely recognized leader in the ESG (Environmental, Social, and Governance) and sustainable investing field and the creator of SMART (Sustainability Metrics Applied to Risk Tolerance)® Investing Solutions.
Noted as an "ESG expert" by Financial Advisor magazine, Jeff talks with Ryan and George about ESG investing in the legislative process, how a divided Congress could impact the future of sustainable impact investing, and which emerging companies are most interested in ESG investments.
Key Takeaways
Quotes
[05:27] - "ESG does not tell you what to buy or sell. It's just data." ~ Jeff Gitterman
[15:48] - "ESG is not thematic, and it's not values-driven in any way. That has to be made clear to everyone. ESG is just table stakes for any asset manager doing due diligence on the companies they are investing in, and it has nothing to do with stock selection around sectors or themes." ~ Jeff Gitterman
[26:49] - "The physical environment is, unfortunately, changing more rapidly than people predicted. But at the same time, technology is evolving much quicker than people predicted." ~ Jeff Gitterman
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2266-OAT-11/22/2022
