38 min

ESG’s role in financial wellness Investing IN Change

    • Investing

April is Financial Wellness Month, and guest Jennifer Coombs, director of client success at Ethos ESG, talks about the role sustainable investing can play in financial education. Whether sustainability acts as a gateway to investing or is a topic being explored by seasoned investors, it’s an area that’s hard to avoid — and advisors and clients can only benefit from knowing more about it.

Paul and Emile also discuss the political climate and the demand seen for ESG-themed mutual funds and ETFs, sales of which fared better last year than sales of non-ESG funds.

April is Financial Wellness Month, and guest Jennifer Coombs, director of client success at Ethos ESG, talks about the role sustainable investing can play in financial education. Whether sustainability acts as a gateway to investing or is a topic being explored by seasoned investors, it’s an area that’s hard to avoid — and advisors and clients can only benefit from knowing more about it.

Paul and Emile also discuss the political climate and the demand seen for ESG-themed mutual funds and ETFs, sales of which fared better last year than sales of non-ESG funds.

38 min