ESG for Wealth Management: A Paradigm Shift

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Randy Bullard
Global Head of Wealth, Charles River

Josh Levin
Co-Founder & Chief Stategy Officer, OpenInvest

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.

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The material presented is for informational purposes only. The views expressed in this material are the views of the author, and are subject to change based on market and other conditions and factors, moreover, they do not necessarily represent the official views of Charles River Development and/or State Street Corporation and its affiliates.

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