Link Copied
Back when I was a new financial advisor, a client asked me for help in divesting, or excluding from their investment portfolios, all fossil fuels, weapons manufacturers, and private prison companies. I was honest with them that I didn’t have experience in this area, but would do my best to research and implement how we could make this happen.
Now, it’s a major part of what I do for a living. And while the profile of sustainable investing has grown tremendously, I know that for many advisors, sustainable investing is still very much unfamiliar territory. Over the coming years, advisors who truly incorporate sustainable investing into their practice and don’t just give it lip service will see a business advantage over advisors who do not.