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WealthManagement Ep 2 – What Financial Advisors Need to Know About ESG Rating Systems with Claire Veuthey



Do you fully understand what ESG system ratings are?

If your answer is “no,” you’re certainly not alone. A great number of advisors don’t fully comprehend ESG ratings. But if you don’t understand ESG ratings, then how can you properly advise your clients on ESG?

In this episode, Davis Janowski, senior tech editor at Wealthmanagement.com, gets into the weeds of ESG rating systems with guest Claire Veuthey, director of ESG and Impact at OpenInvest. This episode is all about helping you understand ESG so you can approach client conversations with confidence.

In this episode, you will learn:

  • What ESG Investing is
  • What advisors need to know about the rating systems available to them
  • How you can use ESG to connect with the next generation
  • Which aspects of ESG are the most important to convey to your clients
  • And more!

Resources: WealthManagement.com | OpenInvest

 


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