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Podcast Archives: Advisor Education

Episode 187 | November 13, 2022

Schroders Accelerates Financial Advisor Education for 2023

Whitney Sweeney, Investment Director, Sustainability at Schroders

Schroders, a member of the Net Zero Asset Managers Initiative, is expanding its US-based sustainability team. Marina Severinovsky, Head of Sustainability NA at Schroders recently introduced me to Whitney Sweeney, who has joined Schroders’ global sustainable investment team in the role of Investment Director, Sustainability. Sweeney is my guest for today’s episode of the Sustainable […]

Episode 114 | April 19, 2021

Driving System-level Change through 21st Century Investing

William Burckart, President at The Investment Integration Project (TIIP)

William Burckart, President at The Investment Integration Project (TIIP), talks about 21st Century Investing: Redirecting Financial Strategies to Drive System Change, the new book he co-authored with Steve Lydenberg, one of the pioneers of sustainable investing. Burckart explains that the nature of risks threatening today’s investor portfolios are fundamentally destabilizing. These challenges are new and […]

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