ESG for Wealth Management: A Paradigm Shift
The implementation of ESG is undergoing a paradigm shift across the industry. Broad, product-focused methods are giving way to an increasingly service-oriented, quantitative approach, aided by technology innovations and the proliferation of ESG data.
Charles River’s Randy Bullard and Josh Levin from OpenInvest discuss these fundamental changes and how they present new opportunities for wealth management firms and individual investors.
The implementation of ESG is undergoing a paradigm shift across the industry. Broad, product-focused methods are giving way to an increasingly service-oriented, quantitative approach, aided by technology innovations and the proliferation of ESG data. Charles River’s Randy Bullard and Josh Levin from OpenInvest discuss these fundamental changes and how they present new opportunities for wealth management firms and individual investors.
Register to Watch the Entire Video
Please provide your contact information and you will be directed to our feature video page.
Video Highlights
Industry Trends
The recent history of ESG and how current industry shifts are paving new ways of implementing ESG.
Data
Data is essential in ESG investing, but current approaches may be ripe for innovation.
Digital Experience
The role of the digital experience in ESG investing for wealth managers will be crucial.