Press

Incorporating ESG into your practice

The Morningstar Investment Conference breakout session with Paul Ellis, Jeff Gitterman and Jon Hale.

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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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More Sustainable Investments Are Beating the Competition

For years advisors have been told that sustainable funds can help align investments with client preferences without forfeiting profits. Now there’s growing evidence that those funds can actually deliver better returns than other more traditional funds.

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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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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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ESG Investing: No Longer Optional, but Essential

Investment advisors who don’t offer environmental, social and governance investments in their practice might miss out on today’s largest generational trend in money management.

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