Sponsored By
Trusts & Estates logo

Using Responsible Investments to Forge Millennial RelationshipsUsing Responsible Investments to Forge Millennial Relationships

How to appeal to the hearts and minds of the younger generation.

Mindy F. Rosenthal, Vice President

July 20, 2017

13 Min Read
0817-rosenthal

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?

About the Author

Mindy F. Rosenthal

Vice President, PNC Financial Services Group

http://www.memberlink.net/

Mindy F. Rosenthal is a Senior Vice President of the PNC Financial Services Group and the National Managing Director of the PNC Center for Financial Insight. 

Mindy joined PNC in 2016 to create PNC’s center of educational excellence focused on developing content and experiential learning opportunities on a full range of wealth management topics for individuals and families of wealth and professionals. The PNC Center supports the Hawthorn and PNC Wealth Management teams, bridging client goals and challenges to actionable solutions. 

With 20 years of experience, Mindy specializes in the governance and wealth management needs of ultra-high-net-worth families. Before joining PNC, she served as President of the Institute for Private Investors and prior to that, she built and ran Campden Wealth’s North American division. Mindy is a 21/64 certified advisor.

Mindy has appeared on CNBC and been quoted in a number of news outlets including The Wall Street Journal, the Financial Times, the New York Times and Barron’s. She serves on the Trusts & Estates Editorial Advisory Board High-Net-Worth Family and Family Office Committee. She is the author of numerous articles on wealth management and the author eight research reports: Next Generation Wealth: Defining A New Direction; Moving Forward: How Owning a Family Business Impacts Family Offices; Next Generation Wealth: The New Face of Affluence; Safeguarding Prosperity: The State of Family Wealth; and Building for the Future: How Family Offices are Evolving to Meet New Challenges; The New Wealth Paradigm: How Affluent Women are Taking Control of their Futures; Fortune’s Fortress; and Protecting the Family Fortune. Mindy is a frequent presenter at industry conferences and events.