Carten: We’re adding platforms for the sustainable funds based on investor and advisor demand. We’re also working with our public relations firm to get the story out there so that advisors and investors can learn about the portfolios.
Our marketing team is working with other ESG and impact-focused asset managers, NGOs and consultants to educate RIA advisors through sustainable investing symposiums. These are convened in cities around the country where there is untapped potential for relationship building with the advisor community. We’ve done four since April with good results. I’m looking forward to panelling for the upcoming symposiums in Philadelphia on Sept. 12th and Washington, D.C. on Sept. 13th.
Paul Ellis founded Paul Ellis Consulting to work with financial advisors who want to integrate sustainable and impact investment strategies for their clients.