Episode 26 : 03/15/2017

ESG: Doing well and doing good with your portfolio

banner-esg-podcast

Ali Caffery

Associate Portfolio Manager
Envestnet

Host:

Matt Smith
Managing Director
BMO Global Asset Management

Ben D. Jones
Managing Director – Intermediary Distribution
BMO Global Asset Management

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Thank you for your interest. We look forward to helping enhance your client conversations.

Thank you!

Thank you for your interest. We look forward to helping enhance your client conversations.

ESG: Doing well and doing good with your portfolio

In this episode, we explore ESG investing, why its popularity has grown, the role it plays in a portfolio and what actions advisors can take to implement socially-responsible directives for their clients. Our guest is Ali Caffery, a Portfolio Manager at Envestnet. Envestnet is a web-based platform for financial advisors that provides resources for the wealth management process, including performance reporting, portfolio solutions and research tools. At Envestnet, Ali implements ESG screens in portfolios and helps advisors understand that doing well and doing good do not have to be mutually exclusive.

In this episode:

  • Defining ESG and impact investing
  • Why ESG has become a growing trend and will continue to grow
  • Engagement vs avoidance

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