For over twenty-five years, Pathstone and its legacy firms have helped clients to achieve their financial objectives, while incorporating investment strategies focused on Environmental, Social, and Governance analysis (“ESG”). While every client conversation is unique, there are several key questions clients have asked over the years regarding ESG investing.
Keeping up with this month’s theme of environmental, social, and governance (“ESG”) considerations, Pathstone’s HerPath Committee would like to take this opportunity to touch on an important ESG topic—gender diversity and equality—specifically related to women-owned businesses and entrepreneurship.
Pathstone prides itself on being an advocate of environmental, social, and governance (ESG) criteria in business and socially responsible investing, however, our dedication to these values doesn’t end with our investment advice.
Passive, ETF based portfolio strategies may be supplanted by a New Paradigm that offers a superior combination of cost, tax-efficiency and customization.