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ESG Investing - Align Your Investment Recommendations to Meet Your Client's Unique Values

In 2020, investors put a record $27.4 billion into U.S.-traded ETFs focused on ESG practices, essentially doubling the size of the sector. While ESG investing is great morally, implementing ESG into client portfolios brings a new set of challenges. As an advisor, you need to know what to watch out for and how can you be prepared as ESG grows in demand—and question if you are aligning client investments with their unique values. Listen to this webinar with Zephyr’s Market Strategist, Ryan Nauman and special guest, Benjamin Webster, CEO and President of OWL Analytics and learn the best practices and more…

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