Hear the story of financial advisors who lead with socially responsible and values-based investing. Listen to the origin story of how they entered the field, and learn how they maintain their practice day-to-day.
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Hear the story of financial advisors who lead with socially responsible and values-based investing. Listen to the origin story of how they entered the field, and learn how they maintain their practice day-to-day.
Ep. 13 - How to serve a diverse set of clients and advisors through strong data, and comprehensive manager due diligence - ft. Fabian Willskytt, Associate Director at Align Impact
YourStake, YourStory
32 minutes 54 seconds
2 years ago
Ep. 13 - How to serve a diverse set of clients and advisors through strong data, and comprehensive manager due diligence - ft. Fabian Willskytt, Associate Director at Align Impact
Fabian is an Associate Director at Align Impact, leading public markets research primarily across areas of fund manager selection and due diligence, leading reporting on financial and impact factors, and finally leading portfolio construction and implementation of client portfolios for both clients and B2B partners.
Listen to Fabian and Gabe discuss the important area of Fund Manager Due Diligence, how to utilize engagement as a way to drive change, and how firm commitments to ESG topics can lead to greater management for investment products.
In this episode, Fabian and Gabe discuss:
How Fabian got into this industry after a volunteer trip to Ghana
Examining the complexity of data in ESG ratings
The process to bring values into clients and businesses portfolios
Accessing how the new regulations across ESG investing will help set up stronger reporting and comparison between investments.
YourStake, YourStory
Hear the story of financial advisors who lead with socially responsible and values-based investing. Listen to the origin story of how they entered the field, and learn how they maintain their practice day-to-day.
