Ep. 13 - How to serve a diverse set of clients and advisors through strong manager due diligence

Ep. 13 - How to serve a diverse set of clients and advisors through strong manager due diligence

In this episode, Gabe Rissman talks with Fabian Willskytt, Associate Director at Align Impact on important ESG topics

Gabe Rissman

Fabian Willskytt is an Associate Director at Align Impact, leading public markets research primarily across areas of fund manager selection and due diligence, leading reporting on financial and impact factors, and finally leading portfolio construction and implementation of client portfolios for both clients and B2B partners.

Listen to Fabian and Gabe discuss the important area of Fund Manager Due Diligence, how to utilize engagement as a way to drive change, and how firm commitments to ESG topics can lead to greater management for investment products.

In this episode, Fabian and Gabe discuss:

  • How Fabian got into this industry after a volunteer trip to Ghana
  • Examining the complexity of data in ESG ratings
  • The process to bring values into clients and businesses portfolios
  • Accessing how the new regulations across ESG investing will help set up stronger reporting and comparison between investments.

About YourStake Your Story:

YourStake aims to provide advisors with everything they need to understand ESG issues, analyze portfolios, and report to clients. We want to equip you with the underlying data and analysis tools to navigate ESG. The YourStake, YourStory podcast is designed to amplify voices in the financial industry who are leading the charge for socially responsible investing practices.

Each episode, we are joined by experts in the field to hear their stories about what brought them into the industry, why they are passionate about ESG and values-based investing, and much more.

Resources:

Continue reading

Why ESG issues are long-term risk considerations
Next era in ESG investing

Why ESG issues are long-term risk considerations

ESG issues are important for reducing long-term investment risks. Learn how ESG risks can influence investment risk appetites.
Gabe Rissman’s predictions for ESG and Values-Based Investing for 2023
Practice Management

Gabe Rissman’s predictions for ESG and Values-Based Investing for 2023

Read what co-founder Gabe Rissman’s thoughts are on what Advisors should expect for ESG and Values-Based Investing in 2023.
How biotechnology is helping the world
ESG data

How biotechnology is helping the world

See how we view the future of biotechnology and how it is a valuable pathway to a sustainable future and how to evaluate top companies based on individual client values.
Get news and insights from our expert team.
Visit Blog

Search

Enter keywords and click search.