How Advisors Can Help Clients Use Their Wealth to Make the World Better Barron’sHow Advisors Can Help Clients Use Their Wealth to Make the World Better Barron’sHow Advisors Can Help Clients Use Their Wealth to Make the World Better Barron’s
Impact Investing Forum 2024
https://impactinvestingconferences.com/
London. April 24-25, 2023.
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More than 10 years ago, Wetherby Asset Management, a $7 billion-under-management advisory headquartered in San Francisco, began building a specialty in environmental, social, and governance, or ESG, investing. After a few years, Debra Wetherby, the CEO, said she “jumped in with both legs” and brought all ESG research, analysis, and analysis in-house under Justina Lai, the chief impact officer. Today, 72% of Wetherby’s clients have ESG strategies within their portfolios, and ESG assets under management hit $1.2 billion. …