A barrier to ESG and SRI adoption is the one-size-fits-all
approach inherent in mutual funds and ETFs. But a new solution
allows advisors to create SMAs that are customized based on each of
your clients’ values, needs and preferences.
About the Podcast
This podcast is hosted by Advisor Perspectives, one of the leading publications for financial advisors. Our podcast series brings you short interviews with top thought leaders in financial advice, planning, investments and economics. Each episode focuses on a specific issue facing financial advisors. Listeners will learn the key trends affecting the way they and their competitors operate and the steps advisors can take grow their practices and deliver better service to their clients.