Tag: Sustainability

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14. How To Invest Sustainably with Jay Lipman

14. How To Invest Sustainably with Jay Lipman

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Clients largely respond positively to values-based investing—when it can be explained to them. 

In this episode, David Armstrong is joined by Jay Lipman, co-founder of Ethic, a direct-indexing investment platform for advisors. Ethic can demonstrate to clients how to construct portfolios that reflect their values, or demonstrate how far their current portfolios are from their personal ideals. Jay shares how Ethic provides advisors with comprehensive data about each company’s impact on different social and environmental issues.

Jay discusses:

  • How Ethic helps advisors dig deep into data based on the values and priorities of the client
  • The biggest hurdles advisors face when it comes to sustainable investing.
  • The trade-offs between “off-the-shelf” ESG portfolios and customizable portfolios when it comes to values-based investing.
  • The trouble with data and standardization when it comes to current ESG investing.
  • Why investment impact is an area where many investors want more information.
  • How Ethic’s founders started the company and the technology incubators and early investors that supported them.

Connect With Jay Lipman:

Connect With David Armstrong:

About Our Guest:

Jay Lipman seeks to understand and simplify sustainable investing, climate change, human rights and how investing can be a driver of positive change.

At Ethic, the mission is to accelerate the global transition to sustainable investing. Jay works closely with investors to help them understand and craft their unique approach to sustainable and impact investing.

Jay has been named to Forbes 30 Under 30.

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5. The New Business World of ESG with Jeffery Gitterman

5. The New Business World of ESG with Jeffery Gitterman

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As the world changes, and we realize we can’t keep up the same unsustainable practices as we have in the past, ESG strategies have come to the forefront for many companies around the world. But do you know what that means for you, and your company in the future? 

In this episode, David Armstrong talks with Jeffery Gitterman, co-founder of Gitterman Wealth Management about everything you need to know about being a part of an ESG-centered and sustainably focused business.

Jeffery and David discuss:

  • ESG focused investment strategies that are proven to work 
  • What risks your company might be exposed to and why making a proper ESG plan can save your company thousands of dollars
  • The conversations you should be having with your clients today about ESG and sustainability within your company
  • How the ESG trend has been changing over the last few years, and where it might continue to go in the future

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Connect With Jeffery Gitterman:

Connect With David Armstrong:

About Our Guest:

Jeff Gitterman is a co-founding partner of Gitterman Wealth Management, LLC, and a thought leader in the field of Sustainable, Impact, and ESG (Environmental, Social, and Governance) Investing. He is the creator of his firm’s SMART (Sustainability Metrics Applied to Risk Tolerance)® Investing Services, which offer investment opportunities for individual clients, as well as research and investing services for other financial professionals in the Sustainable, ESG, and Impact arenas.

Jeff deeply believes that the migration of investor capital towards more Sustainable, Impact, and ESG investments is one of, if not the most effective way to help realize the United Nations’ Sustainable Development Goals (SDGs), and he is committed to helping both investors and other financial professionals navigate the rapidly growing Sustainable, Impact, and ESG Investing landscape.

Jeff is also the author of Beyond Success: Redefining the Meaning of Prosperity, and an Associate Producer of the feature documentary film, Planetary. He also serves on the Board of Directors for the Child Health Institute of New Jersey at Rutgers Robert Wood Johnson Medical and dedicates much of his free time to raising funds and awareness for the autism community.

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