Webinar—Intro to Values-Aligned Investing: A Guide for Advisors
Friday, October 29, 2021
Friday, October 29, 2021
A more in depth exploration of key sustainability topics
Webinar—Intro to Values-Aligned Investing: A Guide for Advisors

In an era of increasing commoditization and fee compression, financial advisors are seeking new ways to differentiate and provide value. At the same time, investors are becoming increasingly attuned to the ways in which their investment decisions can impact the issues they care about most. 

Join our upcoming webinar on Thursday, November 11th at 11am ET/8am PT. We’ll be exploring how values-aligned investing can help advisors to deepen relationships with existing and potential clients, as well as engage the next generation of asset holders. Additionally, we’ll be highlighting Ethic’s personalized approach to portfolio construction and client experience.  

You can sign up for the webinar using the form here.

We look forward to seeing you! 

Sources and footnotes

Jay Lipman, a co-founder of Ethic, is driven by the need to address climate and environmental risks with the resources to which we each have unique access. He has been ranked among the Forbes 30 Under 30: Social Entrepreneurs.

Joel Beauchamp joined Ethic in November of 2020. Previously, he spent 15 years at Fidelity Investments, the last five of which involved working exclusively with RIAs. Joel graduated from the University of Massachusetts at Lowell with a BS in Finance, and is a holder of both the CIMA and CRPS designations. He currently lives in Rhode Island with his wife, Jessica, and son, Julian.

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