• Purpose-Driven Investing with Stacey Kline of Otto Intelligence

  • Aug 24 2022
  • Durée: 28 min
  • Podcast
Page de couverture de Purpose-Driven Investing with Stacey Kline of Otto Intelligence

Purpose-Driven Investing with Stacey Kline of Otto Intelligence

  • Résumé

  • Stacey Kline, CEO of Otto Intelligence, joins the podcast to discuss the future of purpose-focused finance. Noting the accelerating shift in aligning values with investment priorities, she unpacks how wealth advisors can employ ESG metrics and clients’ environmental and social impact preferences to inform investment strategies.

    Voir plus Voir moins

Ce que les auditeurs disent de Purpose-Driven Investing with Stacey Kline of Otto Intelligence

Moyenne des évaluations de clients

Évaluations – Cliquez sur les onglets pour changer la source des évaluations.