https://www.argus-press.com/news/national/article_ea7f38a4-4a6c-5b33-8033-8edc2cb682cc.htmlFidelity Introduces New Approach to ESG Investing for Advisors
Fidelity Investments ®, one of the world’s largest and most diversified financial services companies, announced today a new relationship with Ethic, which offers advisors working with Fidelity a solution to create personalized portfolios for their clients based on their values and the issues that are important to them. With a focus on helping investors meet their financial goals, Ethic’s “values-aligned” separately managed accounts (SMAs) complement Fidelity’s portfolio construction resources to help advisory firms incorporate ESG (Environmental, Social and Governance) investing into their business. This approach, which will be available to a limited number of firms initially, also provides a client engagement strategy that will help advisors connect with the next generation of investors.
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