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News + Insights

ESG 2.0: Investing in the Sustainable Development Goals

According to Triple Pundit, 38% of Fortune 500 companies have publicly espoused alignment to the Sustainable Development Goals (SDGs).3 These companies are integrating SDG-thinking into business strategy. Given that ESG investing and the Sustainable Development Goals both focus on the application of sustainability through business strategy, it seems reasonable to conclude that the next frontier… Read more »

The New Landscape of Sustainable, Impact, and ESG Investing

On October 19th, 2017, Gitterman Wealth Management hosted the NYC Sustainable ESG Investing Conference for Financial Advisors in mid-town Manhattan.  One of the largest conferences of its kind for financial advisors in NYC brought together over 200 financial professionals to talk about the future of Sustainable, Impact, and ESG (Environmental, Social, and Governance) Investing. Below… Read more »

Active/ Passive/ SMART Beta…What’s the Deal?

According to an interesting article by Morningstar, titled “The Death of Active Management Has Been Exaggerated,” over the past three years, ending on April 30, 2017, passive funds grew by $1.57 trillion in total asset inflows while active funds experienced outflows of $514 billion AUM.1

ESG Indexes Search for Both the Good and the Bad

We are living in an era where corporate reputation is of utmost importance. We are also living in an era where multi-national corporations have become so colossal that global governance simply cannot keep up. Last week U.S. credit bureau, Equifax, revealed bad news for millions of U.S. consumers: a massive security breach that had leaked… Read more »

The ABCs of Sustainable Investing

  The terminology around sustainable investing can at times be confusing to investors:  ESG, SRI, Impact Investing – what is the difference? At Gitterman Wealth Management, we look at Sustainable Investing through the lens of the pyramid. ESG (or Environmental, Social, and Governance) Investing is the pyramid base.  It’s good due diligence data that’s available… Read more »

The Price Clients Pay for SRI-ESG Investing

  On May 15th, 2017, Larry Swedroe published an interesting article: “The Price Clients Pay for SRI/ESG Investing.”  This blog post will summarize and comment on this article. Summary Socially responsible investing (SRI) is an investment strategy sometimes referred to as “double bottom line investing” because of its intent to be profitable while also incorporating… Read more »

Vanderbilt Financial Group Commits to the SRI Space

  Co-Founding Partner Jeff Gitterman was recently featured in an article in InvestmentNews discussing the value of Gitterman Wealth Management’s new partnership with Vanderbilt Financial Group and how this supports the firm’s commitment to the ESG and Impact investing space. You can read the full article below as well as visiting InvestmentNews. Independent broker-dealer Vanderbilt… Read more »

How Can My Investment Matter?

  Quantifying ESG Investments can be daunting. As compared to private Impact investments, an allocation of capital by which investors can often see a quantifiable amount of impact created (increased water infrastructure, new jobs, etc.) as the result of each dollar invested, public ESG investment dollars are slightly harder to measure because the markets are… Read more »

Does Gender Diversity Impact Investment Return?

  Gender diversity and equality has become an increasingly important social concern that continues to gain global traction. Female participation in the workplace has increased significantly over the past few decades. For example, Credit Suisse reported that in 2005, only 41% of MSCI ACWI stocks had one or more women on their boards, but by… Read more »