More and more, investors are looking to align their investment objectives with their personal values. This very real shift will reshape the landscape of wealth management and client relationships.
Our whitepaper, The Triple Bottom Line: The Future of Wealth Management is ESG Investing, explores such topics as:
- The growth of values-based investing
- The impact of the coming intergenerational wealth transfers
- How women-led businesses are moving the performance needle
The whitepaper also reveals how environmental, social, and governance (ESG) investing and technology integration can help wealth management firms open new avenues of growth with priority clients.