Assets in United States sustainable funds totaled more than $300 billion as of June 30, 2021, according to research from Morningstar Direct — a 14 percent increase over the previous quarter.
In this episode of Wescott’s Market and Economic Outlook Series, our Chief Investment Officer, Mark McCarron, and Chief Operating Officer, Carrie Delgott, explore Wescott’s ESG and Impact solutions and discuss our firm’s laudable accomplishments in sustainable investing.
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The opinions expressed in this presentation are those of Wescott as of July 29, 2021. Views are subject to change at any time based on market and other conditions. Wescott has prepared this material for the purpose of providing general information regarding its investment advisory services where providing such information is not prohibited by applicable law. The information contained herein should not be construed as personalized investment advice, and should not be considered as a solicitation to buy or sell any security or engage in a particular investment strategy. For information pertaining to the registration status of Wescott, please contact Wescott or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about Wescott, including fees and services, send for our disclosure statement as set forth on Form ADV from Wescott using the contact information herein.
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