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Podcast Archives: Financial Planning

| November 7, 2019

Impact Investment for Sustainable Wealth at Bair Financial

Marci Bair, Founder & CEO, and Victor Orozco, Managing Partner - Bair Financial Planning

Bair and Orozco serve a diverse community of female executives, LGBT couples and business owners who expect consumer and investment choices to reflect their personal values.     

Episode 26 | December 6, 2018

Customized ESG Data Incorporation & Proxy Voting

Jennifer Sireklove, Director of Responsible Investing, Parametric

Join us as Sireklove explains how she has built Parametric’s Responsible Investing practice over two years, including customized ESG data incorporation on $20 billion AUM, and firm-wide proxy voting on $100 billion AUM.

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