Videos & Podcasts
June 2, 2023

Replay of our Climate UMA Solutions Webinar

Did you miss our recent webinar?

Climate change and other social and environmental risks are increasingly necessary integrations into investment management decisions. Yet navigating the sustainable investment landscape isn’t always easy for advisors that are new to the space.  In this webinar, Jeff Gitterman and Penelope Jackson expand on several trends related to climate policy and offer ways to incorporate climate investing into your practice.  Topics include:

  • How does climate adaptation, innovation, and regulation impact pricing in the capital markets?
  • What new technologies and improvements are in development to address a variety of climate solutions?
  • How can your practice take advantage of these trends with the Gitterman Climate UMA?

Our Unified Managed Accounts have the potential to simplify the investment management process on several fronts, while also providing many other attractive features that are not available in other investment products, such as:

  • Strategies that incorporate physical climate risk and adaptation alongside ESG integration
  • Market leading tax overlay capabilities, including customized transition management
  • Access to institutional and boutique managers not normally accessible in a UMA

Watch Replay
Passcode: KjeN4B+&

As we continue to bring innovative ideas to the marketplace, look for news of our future events!

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