September 20, 2017
Clients are asking more than ever of their advisors. Routine conversations around having enough to retire, saving for college, or leaving a financial legacy have become more robust as individuals have come to recognize that these matters have both financial and non-financial impacts on their lives. The emergence of “responsible investment” solutions has created an opportunity for clients to approach their portfolios more holistically and in line with their beliefs and values. The historical perception of a trade-off between optimizing returns and reflecting values is a false dichotomy.