Jacobs is managing the Envestnet launch of online education tools for advisors and investors in early 2018. The objective is to help advisors and their investor clients start the sustainable investment conversation and use these tools to source information and develop asset management and research partnerships with firms in the industry.
In 2018, readers of FA magazine will learn more about these and other women leaders whose work incorporates the growth of non-financial ESG data and how best to use it for advisor education and investor engagement. They believe these efforts are key performance indicators for the sustainability of their firms and the future of transparent capital markets. This series of articles will post during the first quarter of 2018 at www.fa-mag.com.
Paul Ellis founded Paul Ellis Consulting to work with financial advisors who want to integrate sustainable and impact investment strategies for their clients.