![0817-rosenthal 0817-rosenthal](https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blt03d1b94c9df08882/6733fb5ca9c5a447c83ac580/0817-promo-rosenthal.jpg?width=1280&auto=webp&quality=95&format=jpg&disable=upscale)
Advisors must not only find ways to bring the next generation into conversations, but also appeal to their hearts and minds and demonstrate they’re truly adding value. Responsible investments (RI) can be that connector.
Responsible investing covers a range of strategies that take environmental, social and governance (ESG) factors into consideration when making investments. It can cover ESG investing, socially responsible investing (SRI), impact investing and activism. It can be passive or active, and there are options for all levels of wealth and investment size. For more information on the meaning of these different RI terms, see “Responsible Investing Guide,” p. 60.
The wide range of RI options makes it possible to use RI to engage f...
Unlock All Access Premium Subscription
Get Trusts & Estates articles, digital editions, and an optional print subscription. Choose your subscription now and dive into expert insights today!
Already Subscribed?