Bud Sturmak, head of impact investing and partner at Perigon Wealth Management, joins us for a discussion on approaching sustainable investing with clients.
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.
What’s a Rich Text element?
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
Static and dynamic content editing
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
How to customize formatting for each rich text
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
.png){kind=spacer}
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 – www.adviserinfo.sec.gov or from Ethic Inc. upon written request at support@ethicinvesting.com. 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.