Sam Miller, CFA® , CFP® , CAIA® is a Senior Investment Strategist and member of the SEIA investment management and research department, where he contributes thought leadership and expertise to the due diligence, portfolio construction, and investment selection processes. He works closely with SEIA’s Investment Committee to formulate and communicate opinions on the economic and investment environment.
Asset manager hopes the Values Discovery Tool aids advisers' conversations about new investment strategies.
One reason advisers haven't been proactive in reaching out to clients is that they are still figuring out exactly how to talk about ESG investing and offer it in a portfolio.