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 »
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PG&E: A Case for Active vs. Passive ESG Investing
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 »
Jeff Gitterman wins RIA “Thought Leader of the Year” at the Wealth Management.com Awards
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 »
Gitterman Wealth Management Hosts the 2018 Sustainable Investing Conference at the United Nations
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 »
Arming Financial Advisors about Small Arms and Weapons Exposure
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 »