ESG Links: Allocating With Purpose

Due to client demand, Ritholtz Wealth Management has created an ESG version of our classic asset allocation models, known as the Portland Portfolio. Research shows that high net worth families are increasingly interested in directing their investable assets toward companies with good records on Environmental, Social and Governance issues. Please enjoy the below reads, curated by our in-house ESG expert, Joey Fishman….

Culture vs Regulations

In my experience on Wall Street, working for a series of broker-dealers, I came to learn one very basic truth about financial services – you should to set up the incentive system in such a way that employees are rewarded for being on the side of their clients, and there should never be a big, glaring…