The Values Conversation: Demystifying Impact Investing with Bud Sturmak
Tuesday, February 6, 2024
February 2024
The Values Conversation: Demystifying Impact Investing with Bud Sturmak

Bud Sturmak, head of impact investing and partner at Perigon Wealth Management, joins us for a discussion on approaching sustainable investing with clients. 

by Morgan du Plessix

In this episode of The Values Conversation, Relationship Manager Morgan du Plessix sits down with the head of impact investing at Perigon Wealth Management, Bud Sturmak, about how advisers can better demystify sustainable investing for their clients. Bud lends his insights into getting started, better integrating clients’ values into financial planning, and how Perigon and Ethic leverage their unique approaches in our partnership. 

We turned to Bud for an exciting look forward into the future of impact investing and his insight into the advantages of getting started with sustainable investing right now.  

  • Communicate to clients that impact investing is about choice. Just as they choose which grocery store to shop at or which car to drive, they can invest in a way that aligns with their values. Once clients are made aware that personalization is an option, advisers can help them build a portfolio that reflects both their fiscal preferences and the impact they wish to see in the world.  
  • There isn’t a one-size-fits-all solution to impact investing. Bud notes that one of the challenges of selecting a mutual fund over a separately managed account strategy is that a client may not agree with a particular mutual fund manager’s value set or definition of impact. The latter strategy can allow for a more bespoke investment experience that more greatly aligns with individual values. 
  • Understand that the landscape has evolved for impact investors. Bud notes that advisers have greater access to better quality data, higher levels of corporate disclosure, and more accessible resources and tools than, say, ten years ago, making it easier to personalize portfolios than in the past. 

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Sources and footnotes

Ethic Inc. is a Registered Investment Adviser located in New York, NY. Registration of an investment adviser does not imply any level of skill or training. Information pertaining to Ethic Inc’s registration or to obtain a copy of Ethic Inc.’s current written disclosure statement discussing Ethic Inc.’s business operations, services and fees is available on the SEC’s Investment Adviser Public Information website – or from Ethic Inc. upon written request at Information provided herein is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Any subsequent, direct communication by Ethic Inc. with a prospective client shall be conducted by a representative of Ethic Inc. that is either registered or qualifies for an exemption or exclusion from registration in the state where a prospective client resides. Information contained herein may be carefully compiled from third-party sources that Ethic Inc. believes to be reliable, but Ethic Inc. cannot guarantee the accuracy of any third-party information.

Ethic Inc. does not render any legal, accounting, or tax advice. Ethic Inc. recommends all investors seek the services of competent professionals in any of the aforementioned areas. Ethic Inc. cannot provide any assurances that any investment strategies, simulations, etc. will perform as described in our materials. ALL INVESTMENTS INVOLVE RISK, ARE NOT GUARANTEED, AND MAY LOSE VALUE. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISER AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY STRATEGY.


Morgan du Plessix was born in Haiti to a Haitian mother and French father and raised between Haiti, France and the Washington D.C. area. She previously worked at UBS Global Wealth Management in roles across the firm’s major business areas including the sustainable investing solutions team and the advisory and planning products group, amongst others. She graduated from New York University where she studied International Relations and Sustainable Business.