Lisa Shalett never wanted to work on Wall Street. “I went to Brown and was an angry, socially conscious kid,” she says with a laugh. “I was always the anti-Wall Street person. When I went to business school, I wanted to be a management consultant, to teach everyone how to do it better and differently.”
There is an appetite for more guidance around investing with Jewish values while pursuing long-term financial objectives, and we are thrilled to offer these resources to our clients and advisors.
We’ve seen impact investing can deliver competitive market returns when investors choose to integrate positive environmental and social impact over the long term, and this new suite addresses heightened investor demand to align values with their portfolios.