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News + Insights

The ABCs of Sustainable Investing

  The terminology around sustainable investing can at times be confusing to investors:  ESG, SRI, Impact Investing – what is the difference? At Gitterman Wealth Management, we look at Sustainable Investing through the lens of the pyramid. ESG (or Environmental, Social, and Governance) Investing is the pyramid base.  It’s good due diligence data that’s available… Read more »

The Price Clients Pay for SRI-ESG Investing

  On May 15th, 2017, Larry Swedroe published an interesting article: “The Price Clients Pay for SRI/ESG Investing.”  This blog post will summarize and comment on this article. Summary Socially responsible investing (SRI) is an investment strategy sometimes referred to as “double bottom line investing” because of its intent to be profitable while also incorporating… Read more »

Vanderbilt Financial Group Commits to the SRI Space

  Co-Founding Partner Jeff Gitterman was recently featured in an article in InvestmentNews discussing the value of Gitterman Wealth Management’s new partnership with Vanderbilt Financial Group and how this supports the firm’s commitment to the ESG and Impact investing space. You can read the full article below as well as visiting InvestmentNews. Independent broker-dealer Vanderbilt… Read more »

Finding Trustworthy Wealth Management Firms in NYC

  Wealth management comes in a variety of names, specialties and professions. It also comes with certain goals and responsibilities. By gaining a better understanding of wealth management firms in NYC, we hope to clarify some common questions and help you find a trustworthy wealth management firm in New York City. What exactly is wealth… Read more »

Top 10 Questions About the New Jersey ABP

  Working in higher education in the state of New Jersey is more than just a career choice; it’s an opportunity to mold the leaders of tomorrow. Your years of service as a higher education professional will impart not only a salary, but also the satisfaction that comes from helping students to learn, grow and… Read more »

How Can My Investment Matter?

  Quantifying ESG Investments can be daunting. As compared to private Impact investments, an allocation of capital by which investors can often see a quantifiable amount of impact created (increased water infrastructure, new jobs, etc.) as the result of each dollar invested, public ESG investment dollars are slightly harder to measure because the markets are… Read more »

Does Gender Diversity Impact Investment Return?

  Gender diversity and equality has become an increasingly important social concern that continues to gain global traction. Female participation in the workplace has increased significantly over the past few decades. For example, Credit Suisse reported that in 2005, only 41% of MSCI ACWI stocks had one or more women on their boards, but by… Read more »

Should Investors Divest from Fossil Fuels?

  Global warming is threatening our planet. As such, investors are increasingly rethinking their capital allocations. Many corporations are attempting to realign business strategies around a triple bottom line. Many countries have asserted intermediate-term agreements regarding a reduction in carbon emissions. Our ability to reach the targets set forth by investors, corporations and countries will determine… Read more »

Trump Trumpets the Value of ESG for Investors

  Donald Trump continues to blow the trumpet for integrating ESG (Environmental, Social and Governance) factors into business sustainability practices. No one is bringing more attention to the world’s limited natural resources and a constrained environment than our president. His latest move of taking the U.S. out of the Paris Climate Accord speaks volumes to… Read more »

The Rise of ESG Portfolios in the Sustainable Investing Market Place

  Jeff Gitterman, co-founding partner of Gitterman Wealth Management, recently interviewed in Financial Advisor magazine about the firm’s creation of Sustainable and ESG investing portfolios. You can read the full interview here. Source: Financial Advisor Article: Investors Can Do Well by Doing Good Date: May 15, 2017