Sam Adams talks to Raj Daniels of Nexus PMG on how the investor, the financial advisor and Vert Asset Management are working together to evolve capitalism. Sam discusses why we started Vert and we hope to accomplish.
The podcast runs approximately 30 minutes so it is short enough to listen to on your commute, but in-depth enough to give actionable insights.
Sources:
11:40 minutes:Individual investor interest survey is from Morgan Stanley Institute for Sustainable Investing paper titled, “Interest and Adoption of Sustainable Investing Continue to Grow.”
13:50 minutes: Statistic referencing 7 of 10 world’s largest pension funds invest on an ESG basis is from Willis Tower Watson and Business Times.
Disclosure: Vert Asset Management is an investment adviser registered under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any 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. For more information please visit: https://adviserinfo.sec.gov and search for our firm name.
This presentation has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.
