In our latest ESG Matters video, Mark McDivitt of State Street joins us to discuss the current state of #ESG. Key takeaway for financial advisors trying to better understand this space: ESG is simply risk management. At a time when the vast majority of corporate value is derived from intellectual property/intangibles, ESG is the 21st century tool to help quantify this. Thanks to Evan Zall for collaborating on this – to learn more about ESG please visit www.esgforward.com
CIO Quarterly Update – Q4 2023 Looking Beyond the Headlines
The third quarter of 2023 presented speed bumps in financial markets. Across global equity markets we saw stocks pull back and at the same time bond yields moved higher.