Entries by Max Mintz

How do we “ESG”?

We talk a LOT about Environmental, Social and Governance data here, including how that data can be used to manage risk and some of the different ways that we as investors can use that data to align our clients’ investments with their values. Recently, I had a chance to sit down and talk with a pair […]

Untangling ESG Investing

One of the missions of our firm is to encourage other financial advisors to adopt Sustainable, Responsible and Impact Investing techniques. In pursuit of this goal, I recently had the opportunity to go on the “Untangling Fintech” podcast hosted by Stathis Partners, a firm focused on delivering market intelligence to advisors and executives working at […]