Telling Your Sustainability Story
Sam describes several approaches advisors use to initiate conversation about sustainable investing with their clients. These varied approaches all answer the fundamental question of why you are offering sustainable investing and why now. https://vimeo.com/415179057 [approx. 7 mins.] Disclosure This presentation was prepared by Vert Asset Management, a federally registered investment adviser under the Investment Advisers […]
Articulating Your Sustainable Investment Philosophy
Sam breaks down the three main components to a sustainable investment philosophy. He shares 3 favorite examples of how advisors describe the financial, societal, and personal “returns” from sustainable investing. https://vimeo.com/415181686 [approx. 8 mins.]
Defining Your Sustainable Investing Offering
Sam shares how financial advisors can use the Sustainable Investing Spectrum to define ESG, SRI, and Impact Investing. This way of mapping sustainable investment options helps advisors define what they offer to clients. https://vimeo.com/410873351 [approx. 9 mins.]