Elevate Your Practice: Customized ESG Portfolios and Impact Reporting
First Affirmative Financial Network has partnered with YourStake.org to create a strong force in the ESG/SRI arena with portfolio construction and reporting platforms that can elevate the conversation and assist in creating investments for a better future. Advisors have a wealth of information at their fingertips through these comprehensive tools. Both First Affirmative and YourStake.org are working to improve the understanding of investment performance, reduce risk and have a positive impact on the world through SRI investing and ESG principles. AffirmativESG and YourStake – can help advisors align their clients’ investments with their values by providing customized investment portfolios and tangible metrics on issues from animal to human rights and climate change to corporate responsibility.
- See how you can deliver financial and impact returns.
- Align your clients' investments with their values by providing customized investment portfolios and tangible metrics on issues that matter.
- What do your clients care about? Climate Change? Diversity? Racial Equity? LGBTQ+ Rights? Corporate Responsibility?
- Elevate the conversation and deliver investments for a better future.
Event Recording
Elevate Your Practice: Customized ESG Portfolios and Impact Reporting
Speakers
Theresa Gusman
- Title
- Chief Investment Officer @
- Company
- First Affirmative Financial Network
- Role
- Speaker
First Affirmative’s Chief Investment Officer, Theresa Gusman, is on a mission to change the way companies, advisors, and individuals see their investments. Gusman’s commitment to incorporating environmental, social, and governance (ESG) issues into investment decisions began early in her 30-plus year investment career. She understands the full investment process, from research and portfolio management to asset and wealth management leadership roles, including Senior Portfolio Manager, Global Head of Equities, and Global Executive Committee Member at Deutsche Bank.
Theresa's commitment to sustainable, responsible, and impact (SRI) investing is driven by her fiduciary responsibility to clients and strong belief that ESG issues are financial issues that can affect performance and risk -- in addition to being the right thing to do. She is convinced that clients' financial and impact objectives are attainable simultaneously.
First Affirmative’s unique AffirmativESG platform provides a unique, proprietary foundation for analysis, assessment and measurement. All of these factors combine to help Gusman in her work toward making sustainable, responsible, and impact investing accessible to all.
Gabe Rissman
- Title
- President @
- Company
- YourStake.org
- Role
- Speaker
Gabe is the Co-Founder and President of YourStake.org, an ESG data and impact reporting company. Gabe was previously a climate activist and data scientist at Yale, where he wrote studied computational astrophysics while running two climate advocacy organizations. He has experience on the ESG Desk of Rockefeller Capital Management, as well as at the Connecticut Green Bank. Gabe currently sits on the board of the Intentional Endowments Network.
Patrick Reed
- Title
- CEO @
- Company
- YourStake.org
- Role
- Speaker
Patrick's is the Co-Founder and CEO of YourStake.org. He studied econometrics at Yale, where he focused his thesis work on climate-economic modeling, under Nobel-prize winning Nordhaus. He has published academically in sustainable finance, and has experience within renewable energy finance and community organizing.
About
First Affirmative Financial Network
First Affirmative is an independent, employee-owned investment advisor registered (RIA). First Affirmative provides investment advice consistent with the philosophies of sustainable, responsible, impact (SRI) investing. First Affirmative began conducting business in 1999 and believes (as it has from the beginning) that the ways in which people save, spend and invest can dramatically influence both the fabric and consciousness of society. Investors can make a meaningful difference by consciously directing investment capital toward enterprises that contribute to a clean, healthy environment, that treat people fairly and embrace equal opportunity, that produce safe and useful products, and support efforts to promote world peace. Clients who choose to invest with First Affirmative make a conscious choice to put their money to work for a dual purpose—to provide for a secure retirement, for example, while working for a better, more socially just and environmentally sustainable future for all.
YourStake.org
YourStake provides personalized, transparent, and explainable ESG data and impact reporting for wealth managers and asset managers. We help investment professionals find ESG investments that match their clients' values, and tell stories around the impact their portfolios create (e.g. your portfolio is responsible for 100,000 fewer pieces of plastic in the ocean).