The earth aware days have arrived. April 22, 2020 will mark the 50th anniversary of Earth Day. Just as active managers use shareholder resolutions to address corporate governance, social, and environmental change, on the other side of the trade are individuals driving the demand of goods and services. Understanding your personal metrics and carbon footprint… Read more »
The story surrounding California Public Utility Pacific Gas and Electric (NYSE: PCG) is a case study of the nuanced implications of different sustainable investing strategies. PG&E filed for bankruptcy after estimating a $30 billion liability from two years of wildfires, becoming one of the largest utility bankruptcies in history, and one of the first to… Read more »
We are very proud to announce that Gitterman Wealth Management co-founding partner Jeff Gitterman has been named RIA “Thought Leader of the Year” at the 2018 WealthManagement.com awards. The award was given on Thursday, September 13th, at a black tie gala event at the Ziegfeld Theater in NYC. Now in its fourth year, WealthManagement.com hosts the… Read more »
On Tuesday, September 11th, Gitterman Wealth Management hosted the 2018 Sustainable Investing Conference at the United Nations. The first conference of its kind for financial advisors at the UN brought together over 500 financial professionals to discuss the business case for Sustainable, Impact, and ESG Investing, and its relevance to the United Nations Sustainable Development… Read more »
With the unfortunate proliferation of mass shootings around the county, both in schools and elsewhere, several of our clients have begun to ask about their portfolio exposure to small arms and controversial weapons. Gitterman Wealth Management’s SMART (Sustainability Metrics Applied to Risk Tolerance)® Investing Services utilize multiple ESG (Environmental, Social, and Governance) data providers, including… Read more »
According to Triple Pundit, 38% of Fortune 500 companies have publicly espoused alignment to the Sustainable Development Goals (SDGs).3 These companies are integrating SDG-thinking into business strategy. Given that ESG investing and the Sustainable Development Goals both focus on the application of sustainability through business strategy, it seems reasonable to conclude that the next frontier… Read more »
On October 19th, 2017, Gitterman Wealth Management hosted the NYC Sustainable ESG Investing Conference for Financial Advisors in mid-town Manhattan. One of the largest conferences of its kind for financial advisors in NYC brought together over 200 financial professionals to talk about the future of Sustainable, Impact, and ESG (Environmental, Social, and Governance) Investing. Below… Read more »
According to an interesting article by Morningstar, titled “The Death of Active Management Has Been Exaggerated,” over the past three years, ending on April 30, 2017, passive funds grew by $1.57 trillion in total asset inflows while active funds experienced outflows of $514 billion AUM.1 So, is active management dying? Is the world giving in… Read more »
ESG Investing has increased in size and popularity in recent years. As the category has grown, so too has the need for accurate monitoring of sustainable companies. With this in mind, below is an interview conducted with Andreas Feiner, Founding Partner and Head of ESG Research and Advisory at Arabesque Partners, an ESG Quant Fund… Read more »
We are living in an era where corporate reputation is of utmost importance. We are also living in an era where multi-national corporations have become so colossal that global governance simply cannot keep up. Last week U.S. credit bureau, Equifax, revealed bad news for millions of U.S. consumers: a massive security breach that had leaked… Read more »