FYI: Financial advisors take it as a given that they'll calibrate their clients' portfolios for return and risk.
But Kristina Van Liew, managing director of Graystone Consulting, believes that financial advisors should take a third dimension into account when assembling client portfolios: the impact that the businesses in the portfolios have on the world around them.
Regards,
Ted
http://www.morningstar.com/articles/869321/a-3rd-dimension-to-client-portfolios-impact.html
