The Evolution of Climate UMAs

RIA Channel founder and CEO Julie Cooling recently invited Jeff to the RIA Channel studio to talk about the history of Gitterman Asset Management and the evolution of our ESG and climate focused UMA and thematic SMA solutions.

Jeff and Julie spoke about the benefits of UMAs (Unified Managed Accounts) compared to ETFs and mutual funds, the current state of the ESG industry with regard to wider criticisms of greenwashing and “woke” capitalism, how climate focused investing differs from ESG, and how other advisors can access our products and services.

We hope that you find this interview to be interesting and informative.

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