ESG & SRI - The Myths
ESG & SRI - The Myths
ESG & SRI - The Myths
Host: Jordi Mullor, Head of Marketing and Business Operations at Lexington Wealth
Guest: Jennifer Sullo, Principal at Rocaton Investment Advisors
For our second conversation with Jen Sullo, a principal at Rocaton Investment Advisors, we discuss the most common myths surrounding Impact Investing, ESG or SRI. From performance, to vehicle costs, to how ratings work, this candid conversation should help you understand better how ESG can be a viable option for your investments in ways you would have thought limited in years past.
If you would like to listen to the first episode where we discuss in high level what ESG or SRI actually is, click here:
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For any comments or questions, reach out to [email protected] or call our office at 781-860-7745. We would be glad to answer any question directly.
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Between the Head and the Heart
We will have candid conversations that will gravitate between the emotional and the rational side of money. From college planning insights, to how Tax Law Changes can affect your portfolio, to what is a robo-advisor, “Between the head and the heart” is will give you a simpler explanation to commonly complicated topics.Join Podchaser to...
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