April is Financial Wellness Month, and guest Jennifer Coombs, director of client success at Ethos ESG, talks about the role sustainable investing can play in financial education. Whether sustainability acts as a gateway to investing or is a topic being explored by seasoned investors, it’s an area that’s hard to avoid — and advisors and clients can only benefit from knowing more about it. Paul and Emile also discuss the political climate and the demand seen for ESG-themed mutual funds and ETFs, sales of which fared better last year than sales of non-ESG funds.
April is Financial Wellness Month, and guest Jennifer Coombs, director of client success at Ethos ESG, talks about the role sustainable investing can play in financial education. Whether sustainability acts as a gateway to investing or is a topic being explored by seasoned investors, it’s an area that’s hard to avoid — and advisors and clients can only benefit from knowing more about it.
Paul and Emile also discuss the political climate and the demand seen for ESG-themed mutual funds and ETFs, sales of which fared better last year than sales of non-ESG funds.
Guest Bio:
Jennifer Coombs is the Director of Client Success for Ethos ESG, part of the ACA Global — ESG Data & Analytics team, deepening relationships with Ethos software users and helping financial advisors, asset managers and wealth managers build out competencies in ESG reporting and analysis. Prior to her current role, she was an associate professor at The College for Financial Planning for six years, and now serves as an adjunct professor for ESG programs. She is the creator, lead author and lead instructor for the Chartered SRI Counselor™ (CSRIC™) designation program, developed in partnership with US SIF, as the first professional financial education program in the United States exclusively devoted to sustainable investing.