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
What to Know Now About Direct Indexing
Recently, there seems to be a lot of buzz around a tool called “direct indexing”. More and more Perigon clients are using it in their portfolios, and I’ve even seen it in consumer-facing marketing from financial companies.