U.S. Wealth Advisors - ESG Investing: New Investors are Walking the Walk

U.S. Wealth Advisors - ESG Investing: New Investors are Walking the Walk

The new generation of investors aren’t so focused on what’s most profitable to their pockets, they’re focused on what's profitable for their environment, social and governance.

Show notes

Firms offering ESG investing could be the deciding factor for new investors. So, what exactly is ESG and how do firms gather the data for their investors?

With no U.S. ESG investing standard, financial firms are having to come up with their own standards and vetting process. Without these standards, how can advisors verify whether or not investors are truly investing in ESG?

In today’s episode, our guests, Zachary Dan, CEO of Act Analytics and Elgin Chau, Head of ESG Ratings of Act Analytics discuss how analyzing data and creating ESG ratings work, how it’s affecting the investor-advisor relationship, and how technology can help bridge the communication gap.

Related Resources:

Hosts

Sarah Johnson

Sarah Johnson

View episodes
Trent Berry

Trent Berry

View episodes

Guests

Zachary Dan

Zachary Dan

View episodes
Elgin Chau

Elgin Chau

View episodes

Subscribe now

Get new episodes of Tech It Up automatically