"Sustainable investing" are popular buzzwords these days, but there is still a ton of confusion around what exactly it is, according to a recent survey by UBS of more than 5,300 investors.
Investors don't really get it.
So let's help clarify.
- Exclusion: Excludes companies or industries from portfolios where they are not aligned with an investor's values
- Integration: Integrates environmental, social and corporate governance (ESG) factors into the traditional investment processes
- Impact investing: Invests with the intention of generating measurable environmental and social impact, alongside a financial return
So we talked with Kathy Entwistle, SVP in UBS' private wealth group, to learn more about which is the best approach for you and your portfolio.
Plus -- Entwistle told us about how teaching a class got her into the financial advisory world!
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