Ep. 8 - Why you ought to talk about societal issues with your money manager

Ep. 8 - Why you ought to talk about societal issues with your money manager

Hear from an industry expert, Kate Barron-Alicante, CFP, Director of Impact, and Advisor at Abacus Wealth Partners on why talking about social issues with your money manager can head to new investing opportunties.

Gabe Rissman

Welcome to another episode of “YourStake, Your Story,” a podcast dedicated to telling the stories of financial advisors who lead with socially responsible and values-based investing! We speak with Kate Barron-Alicante, CFP, Director of Impact and Advisor at Abacus Wealth Partners. She helps people connect their money to build the life, the legacy & the world they want to see. In this episode, she sits down with co-founder Gabe Rissman to talk about her pathway to ESG investing, why she wants her clients to talk about the issues they're considering along with their investing goals, and how a client's exampling what their beliefs mean is key to avoiding buzzwords and get to the root issues they're driving to invest towards and divest from.

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

Institutional vs Retail Investors: Who’s driving ESG investment?
Practice Management

Institutional vs Retail Investors: Who’s driving ESG investment?

Compared to retail investors, institutional investors dominate sustainable and ESG-linked investing. Here’s what ESG-minded retail investors should know about institutional investors’ approach to ESG.
How is the “anti-ESG movement” impacting ESG investing?
Next era in ESG investing

How is the “anti-ESG movement” impacting ESG investing?

The Anti-ESG movement has created a huge stir across the US investment industry. How far will this go and what impact will this have? Here’s our take.
YourStake is ranked #1, 3 years in a row, by the 2023 T3 Advisor Survey
In the news

YourStake is ranked #1, 3 years in a row, by the 2023 T3 Advisor Survey

YourStake is ranked #1, the third year in a row, for SRI/ESG Portfolio Analysis Services in the 2023 T3/Inside Information Advisor Software Survey.
Get news and insights from our expert team.
Visit Blog

Search

Enter keywords and click search.