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Posted in Open House, Virtual Happy Hours
on 09/20/2021

Measuring the Pulse of Real Investors

Posted in Open House, Virtual Happy Hours
on 09/20/2021

One of the largest investor-focused conferences we know of is back after a year off. After the COVID-19 pandemic tore through the United States — and the world — we missed the opportunity to connect with investors at FinCon. But in 2021, it’s back as a hybrid event and we couldn’t…

Posted in Open House, Virtual Happy Hours
on 08/11/2021

Calling All FAs for Free — and Good — ESG Information

Posted in Open House, Virtual Happy Hours
on 08/11/2021

Over the last few months, we’ve started working with financial advisors on how they’re connecting with ESG investors. The goal is to help them connect with responsibility-minded clients. Whether it’s catching up on ESG in general or fine-tuning sales language to incorporate ESG, we’re diving in to make ESG actionable for advisors and their clients. And…

Posted in Client Summits
on 07/22/2021

What Makes for Good Answers to DEI and ESG Questions in RFPs?

Posted in Client Summits
on 07/22/2021

In the world of RFPs and DDQs, DEI (diversity, equity, and inclusion) and ESG (environmental, social, and governance) questions are becoming commonplace. More than commonplace actually – they are becoming demanding. Institutional investors need to be ready to answer questions about your diversity and your commitment to responsible investing. And so they are asking more frequent and more detailed questions about ESG and diversity. But answering those questions…

Posts in category: Open House

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