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A company’s environmental and social impact is becoming increasingly important to investors.
In this episode, Jeff Wildermuth, a portfolio strategist at Aris investment, a division of AssetMark*, joins Peter Raskin. Jeff shares the wide world of ESG investing, revealing how individuals can invest based on personal values. He also discusses the increasing desire for sustainable and ethical companies and shares how advisors are increasing their use of ESG rating systems when advising clients.
Jeff discusses:
- What ESG investing is
- Why sustainable investing has become important to investors
- How advisors are using ESG investing within their services
- The impact of taxes on different types of investment accounts
- And more!