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2017 Morningstar National Investment Conference:  Incorporating ESG into Your Financial Practice

Breakout session with Morningstar’s Head of Sustainability Research Jon Hale, Gitterman Wealth Management Co-Founder Jeff Gitterman, and Paul Ellis.

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Well.org: The New Landscape of Sustainable, Impact, and ESG Investing

Dr. Pedram Shojai, founder of well.org, interviews Jeff Gitterman on the ever growing and rapidly changing world of Sustainable, Impact, and ESG Investing, and what these new developments mean for individual investors and financial advisors/professionals.  Note: To see Jeff’s video click on the below link and then scroll down to the second video.

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Fox Business:  Tips from Gitterman Wealth Management Portfolio Manager Jordan Kimmel

Gitterman Wealth Management Portfolio Manager Jordan Kimmel on why investors should buy into Microsoft.

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Allianz Global Investors: Differentiate Your Practice with ESG

Jeff Gitterman, Co-Founding Partner, Gitterman Wealth Management, takes a closer look at ESG (Environmental, Social and Governance) and Impact Investing, offering actionable ways to build your practice and boost your influence.

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Fox Business:  Will Market Volatility Continue in April?

Gitterman Wealth Management Portfolio Manager Jordan Kimmel on his predictions for how the markets may trade in April.

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Forbes:  Gitterman Says ESG Plays Well On Campus

If there is one place in the U.S. where corporate governance, social and environmental rights get people triggered it’s on American college campuses. College professors want to put their money where their values are, says Jeffrey Gitterman, Co-Founding Partner of Gitterman Wealth Management.

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Fox Business:  Holiday Stocking Stuffers

Gitterman Wealth Management Portfolio Manager Jordan Kimmel discusses his pick of stocks to buy before the holidays.

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Asset TV:  ESG, Blockchain, and the UN Sustainable Development Goals

Jeffrey Gitterman, the Co-Founding Partner of Gitterman Wealth Management, discusses how ESG and Blockchain can solve the world’s problems.

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SRI Conference 2017

Articles

Financial Advisor Magazine:  ESG Investing Expert Explains What It Is and Is Not

“I think for a long time financial advisors were allowing Wall Street to dictate what products we sold to our clients,” Gitterman says.  “And I would assume that, as in a lot of other industries with the reversal of from top down to bottom up, we will see the client reversal because so many people now want ESG.”

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ThinkAdvisor:  Will Advisors Finally Embrace ESG and Sustainable Investing in 2018?

“Advisors have been lagging,” said Jeff Gitterman, founder of Gitterman Wealth Management, which has offices in New York and northern New Jersey. This year could be when advisors begin to embrace environmental, social and governance focused investing because an increasing number of clients are demanding it.

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New York Post:  Feel-Good Investing is The New Trend on Wall Street

“The big boys getting into ESG is a good thing, not so unlike many of the large car manufacturers getting into electric cars now that they see a growing demand,” says Jeffrey Gitterman, one of the leaders of the ESG movement and a Co-Founding Partner of Gitterman Wealth Management.

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Financial Advisor Magazine:  Improving The Quality Of ESG Data

“Training and education in how to incorporate material, non-financial data into the diligence process is necessary to keep pace with my peers and the investment landscape, as well as be a fiduciary for my clients,” says Adam Bernstein, ESG and impact analyst at Gitterman Wealth Management.

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Investopedia / Envestnet:  Astronauts, ESG, and Growing AUM

In 2015, I was an Associate Producer on a feature length documentary film called Planetary, and during this time, I became friendly with a group of NASA astronauts that were also involved with the film. I soon learned that many astronauts, after having spent time in space orbiting around the earth, come back with a very profound shift in their views about the world. This is often called The Overview Effect.

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Financial Advisor Magazine:  Women, Millennials Want ESG Investments, Advisors Say

Clifford and other panelists at a conference sponsored by Gitterman Wealth Management on Wednesday in Manhattan said advisors should keep ESG investing in mind as they try to grow their businesses. They also argued that ESG does not hurt investment performance.

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ThinkAdvisor:  More Sustainable Investments Are Beating the Competition

“ESG is the GPS of investing,” says Jeffrey Gitterman, co-founding partner of Gitterman Wealth Management. “Studies have shown overwhelmingly that companies that score better on environmental, social and governance issues have better performance.”

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Financial Advisor Magazine:  Leaps and Bounds

Since the SMART portfolios went live in March 2016, roughly 15% of the non-pension clients—or $62 million of $450 million—have shifted their investments to them, and Gitterman hopes to get to $100 million by the end of this year.

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Investopedia: The ESG Data Revolution

Adam Bernstein, ESG Specialist with Gitterman Wealth Management in New York believes “We are experiencing a non-financial, ESG data revolution.” More than two decades of resistance to using ESG data in pursuit of portfolio performance is disappearing across the wealth management industry.

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Financial Advisor Magazine: Advisors Stand In Way of ESG Investing

“Advisors are the obstacle” to promoting ESG investing, added Jeff Gitterman, co-founder of Gitterman Wealth Management, which specializes in ESG investing. When clients learn of the possibilities, there is enormous interest on their part, and the products are available, but advisors block the path between the two, he said.

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ThinkAdvisor:  ESG Investing: No Longer Optional, but Essential

“We look at ESG as a base of a pyramid, then layer values or SRI, then [measure] impact at the top,” Gitterman said. He adds, “ESG is a trend, not a fad. It’s a whole new world. How we measure performance, how we measure companies, who we can relate to, is completely turned on its head.”

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Financial Advisor Magazine:  Investors Can Do Well By Doing Good

Financial Advisor contributor Paul Ellis recently interviewed Jeff Gitterman, co-founding partner of Gitterman Wealth Management, to discuss the motivation behind the creation of their ESG portfolios.

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