• Purpose-Driven Investing with Stacey Kline of Otto Intelligence

  • Aug 24 2022
  • Duración: 28 m
  • Podcast

Purpose-Driven Investing with Stacey Kline of Otto Intelligence

  • Resumen

  • 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.

    Más Menos
adbl_web_global_use_to_activate_webcro805_stickypopup

Lo que los oyentes dicen sobre Purpose-Driven Investing with Stacey Kline of Otto Intelligence

Calificaciones medias de los clientes

Reseñas - Selecciona las pestañas a continuación para cambiar el origen de las reseñas.