At JAG Capital Management, we feel strongly in SRI/ESG/Impact investing methodologies as a natural evolution and powerful tool in core investing thinking. By supporting a more thorough, modern, corporate management analysis perspective, it can only help refine the stock selection process and provide more risk management benefits. As such, a well integrated "social due diligence" mindset built into the investment process addresses any of your clients that believe in investing in well run 21st century companies and value a strong risk management approach.
The Institute for Innovation Development is an educational and business development catalyst for growth-oriented financial advisors and financial services firms determined to lead their businesses in an operating environment of accelerating business and cultural change. We position our members with the necessary ongoing innovation resources and best practices to drive and facilitate their next-generation growth, differentiation and unique community engagement strategies. The institute was launched with the support and foresight of our founding sponsors - Pershing, Voya Financial, Ultimus Fund Solutions, Fidelity, and Charter Financial Publishing (publisher of Financial Advisor and Private Wealth magazines). For more information click here.