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ESG University

Down markets provide new opportunities for ESG investments
Practice Management

Down markets provide new opportunities for ESG investments

Market volatility has been the main focus of late, learn how you can offer ways for clients to stay invested in times of uncertainty.
November 9, 2022
Down markets provide new opportunities for ESG investments
Practice Management

Down markets provide new opportunities for ESG investments

Market volatility has been the main focus of late, learn how you can offer ways for clients to stay invested in times of uncertainty.
Ep. 11 - How beekeeping brought me into ESG investing
Podcast - YourStake, Your Story

Ep. 11 - How beekeeping brought me into ESG investing

Hear from Jonathan Kvasnik, ChFC tenured Finacial Advisor of BankCherokee on why beekeeping brought him into ESG investing.
How proxy voting can drive meaningful change
Next era in ESG investing

How proxy voting can drive meaningful change

See how proxy voting and shareholder advocacy can help create change in corporations
Ep 10. Using an AND approach to creating good in the world
Podcast - YourStake, Your Story

Ep 10. Using an AND approach to creating good in the world

Hear from an industry expert, Michael Reynolds, CSRIC®, AIF®, CFT-I™of Elevation Financial on why he uses an "and" approach to creating good in the world through investing
Ep. 9 - The Future of Investing should be Values-Based
Podcast - YourStake, Your Story

Ep. 9 - The Future of Investing should be Values-Based

Hear from an industry expert, Meghan Lape-Lefevre, AFC®, CFP®, and EA® of Conscious Impact Financial on why the future of investing should be values-based.
Believe in the comment process with Keri Riemer, K&L Gates
Next era in ESG investing

Believe in the comment process with Keri Riemer, K&L Gates

Listen to a recent episode of The next era in ESG investing where Keri Riemer of K&L Gates gives her insights on the recent SEC proposal for ESG funds
Values-Aligned Investing: Find where client beliefs meet ESG themes
Next era in ESG investing

Values-Aligned Investing: Find where client beliefs meet ESG themes

What are the differences between different forms of Values-Based Investing? This guide helps showcase how each is different and could benefit clients of all backgrounds.
Next era in ESG investing - Cary Krosinsky
Next era in ESG investing

Next era in ESG investing - Cary Krosinsky

Cary Krosinsky is a well-regarded educator within ESG investing, hear his insights on how the recent SEC proposal on ESG investments can lead to the next era in ESG investing
Ep. 8 - Why you ought to talk about societal issues with your money manager
Podcast - YourStake, Your Story

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.
Next era in ESG Investing - Green House Gas (GHG) Emissions: It’s a matter of Scope
Next era in ESG investing

Next era in ESG Investing - Green House Gas (GHG) Emissions: It’s a matter of Scope

Scope emissions are the main focus of the new SEC disclosures for ESG funds. Here is how to understand the differences between Scope 1,2, and 3 and why Scope 3 emissions create an opportunity for businesses.
What metrics to use when considering ESG factors within Sovereign Debt
ESG data

What metrics to use when considering ESG factors within Sovereign Debt

Investing in sovereign debt can create opportunities for many across nations. Using an ESG investing lens to these can help find the right investments that align with your client's values.
Taxonomy matters, part 2: Keeping ESG “focused” - The next era in ESG investing
Next era in ESG investing

Taxonomy matters, part 2: Keeping ESG “focused” - The next era in ESG investing

In the continuation of taxonomy matters, we look at how ESG-Focused funds can help create better transparency in investing
Next era in ESG Investing - Dr. Suchi Gopal
Next era in ESG investing

Next era in ESG Investing - Dr. Suchi Gopal

Dr. Suchi Gopal is a leader in using spatial analysis and modeling to apply across issues in biology, environmental science, and business. Hear why the future of investing is focused on climate change, carbon captures, and supply chains.
Taxonomy matters, part 1: Defining ESG and Integration Funds - The next era in ESG investing
Next era in ESG investing

Taxonomy matters, part 1: Defining ESG and Integration Funds - The next era in ESG investing

Understanding the future of ESG investing will involve addressing how the SEC will create a taxonomy across ESG investments. Learn what they are and how you could be affected.
The next era in ESG investing, welcome
Next era in ESG investing

The next era in ESG investing, welcome

A new series focused on examining the next era of ESG investing based on new regulations from the SEC, EU, and beyond.
Ep. 7-  Making an Impact & Imaging What the Future Holds
Podcast - YourStake, Your Story

Ep. 7- Making an Impact & Imaging What the Future Holds

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 opportunities.
What does BNY Mellon’s fine mean for ESG?
Practice Management

What does BNY Mellon’s fine mean for ESG?

Hear YourStake's thoughts on what the recent fine on BNY Mellon could mean for the future of ESG investing.
Carbon Credits: What are they actually doing for our planet?
ESG data

Carbon Credits: What are they actually doing for our planet?

Understanding how carbon credits are created and traded and what benefits they bring to our planet and portfolios.
Ep. 6 - Investing with Your Values without Compromise
Podcast - YourStake, Your Story

Ep. 6 - Investing with Your Values without Compromise

Hear from David Roth, BFA™ and Michelina Roth, the husband-and-wife team behind Fair Planet Advisors on why investing with your values doesn't require compromise.
What are the SDGs? How can you invest with them in mind?
ESG data

What are the SDGs? How can you invest with them in mind?

How well do you know the SDGs? Use this guide to learn more about them and how to invest with them in focus.
Ep. 5 -  Why ESG is the GPS of Investing
Podcast - YourStake, Your Story

Ep. 5 - Why ESG is the GPS of Investing

Hear from ESG expert Jeff Gitterman, Co-Founding Partner of Gitterman Wealth Management, LLC on why ESG is the GPS of investing
52nd Earth Day: Our Pale Blue Dot
Practice Management

52nd Earth Day: Our Pale Blue Dot

On this Earth-Day we look at the past and future of our planet and charter our course to the sustainable future.
Ep. 4 - People, Planet, & Profit- Being A Socially & Environmentally Conscious Person
Podcast - YourStake, Your Story

Ep. 4 - People, Planet, & Profit- Being A Socially & Environmentally Conscious Person

Hear from Sylvia Panek, AIF®, Investment Advisor & Financial Planner at Natural Investments on how to be a socially and environmentally conscious investor.
Ep. 3 - Financial Literacy is Incomplete Without Financial History
Podcast - YourStake, Your Story

Ep. 3 - Financial Literacy is Incomplete Without Financial History

Hear from Phuong Luong, CFP®, Principal Financial Planner at Saltbox Financial on why financial history is key to full financial literacy
Ep. 2 – What Sustainable Investing Does and the Impact it Creates
Podcast - YourStake, Your Story

Ep. 2 – What Sustainable Investing Does and the Impact it Creates

Hear from Jason Howell, CFP®, CPWA®, CSRIC®, Founder, President, and Family Wealth Advisor at the Jason Howell Company on what sustainable investing does and how to create impact.
Ep. 1 - ESG isn’t just “one size fits all”
Podcast - YourStake, Your Story

Ep. 1 - ESG isn’t just “one size fits all”

Hear from James Brewer, MBA, CDFA, AIF, CFSLA, CFP® founder of Envision Wealth Planning on why ESG investing cannot be a one-size-fits-all approach.
Discovering Clients’ ESG Personality Types: A Workshop Retrospective
Practice Management

Discovering Clients’ ESG Personality Types: A Workshop Retrospective

Finding a client's values can be a hard process. Here are a few ways to approach the conversation and how to make a meaningful roadmap for investing.
Achieving Success through ESG
Practice Management

Achieving Success through ESG

ESG investing can be hard to navigate, this guide helps establish a routine to help offer the best experience for your clients when it comes to reporting on ESG investments.
Driving Change: When ESG Investors Act Like the Majority
Practice Management

Driving Change: When ESG Investors Act Like the Majority

The power of shareholder engagement and how companies can change by just the uplifting of voices.
Does a Tobacco Company Belong in an ESG Portfolio?
Practice Management

Does a Tobacco Company Belong in an ESG Portfolio?

Making sense of rating discrepancies from company to company and addressing the common question, "What is and is not considered ESG?"
The Data Behind ESG: What do you do when you don't have a data point?
Practice Management

The Data Behind ESG: What do you do when you don't have a data point?

Three approaches to how YourStake handles missing data in their collection process and how to build transparency and trust in reporting.
4 Tips for Talking About Impact Reporting in Client Meetings
Practice Management

4 Tips for Talking About Impact Reporting in Client Meetings

Reporting on investment impact can be hard, but utilizing YourStake's reports can create ease and allows you to showcase the areas for leadership and growth.
Are Millennials the Only Ones Interested In ESG Investing?
Practice Management

Are Millennials the Only Ones Interested In ESG Investing?

A recent survey by Cerulli Associates indicated that many financial advisors may be underestimating client demand for ESG investing. Of the advisors surveyed, 58% said that they hadn’t yet adopted ESG strategies because of a lack of investor demand. But why?
3 Tips to Help You Know Where Your Clients Stand on Sustainable Investing
Practice Management

3 Tips to Help You Know Where Your Clients Stand on Sustainable Investing

Clients may not explicitly say they want to ESG but that doesn't mean they do not want to invest with impact, here is how to have those conversations.
When did ESG investing start?
ESG data

When did ESG investing start?

ESG investing seems to be a fad, but history speaks otherwise. See how values-based investing has been around longer than you might think.
Offer more to your clients with values-based investing
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