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.
- [approx. 7 mins.]
Disclosure
This presentation was prepared by Vert Asset Management, a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Additional information about our firm is also available at www.adviserinfo.sec.gov. You can view the firm’s information on this website by searching by our firm name.
These presentations are for informational purposes only. It does not address specific investment objectives, or the financial situation and the particular needs of any person. Neither the information nor any opinion expressed in this presentation constitutes an offer, or an invitation to make an offer, to buy or sell any securities. This material is not authorized for re-distribution unless it is accompanied by strategy disclosures. The information in this presentation is given as of the date indicated and believed to be reliable. Information that has been obtained from third party sources is believed to be reliable, but we do not guarantee their accuracy or completeness nor do we assume no obligation to update this information, or to advise on further developments relating to it.