• Purpose-Driven Investing with Stacey Kline of Otto Intelligence

  • 2022/08/24
  • 再生時間: 28 分
  • ポッドキャスト

Purpose-Driven Investing with Stacey Kline of Otto Intelligence

  • サマリー

  • 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.

    続きを読む 一部表示
activate_samplebutton_t1

あらすじ・解説

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.

Purpose-Driven Investing with Stacey Kline of Otto Intelligenceに寄せられたリスナーの声

カスタマーレビュー:以下のタブを選択することで、他のサイトのレビューをご覧になれます。