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Podcast Archives: Financial Planning

Episode 147 | February 27, 2022

Envestnet Advisors Accelerate Use of Sustainable Investment Strategies

Brett Wayman, Senior Director, Sustainable Investing at Envestnet

Between 2015 and 2020 investor demand doubled the number of sustainable mutual funds and ETFs that are available in the U.S. The trend continued in 2021, with Envestnet reporting higher growth rates for asset flows into sustainability focused products. My guest on the program today is Brett Wayman, Senior Director of Sustainable Investing at Envestnet, […]

| 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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