The goal of this monthly series is for women to come to a welcoming setting where they hear about relevant topics and ask the questions they have never asked. Take charge of your financial life. Be empowered. No question is a bad question and we’ll answer in the simplest way we can. No jargon, we promise.
Episodes
Monday Jul 25, 2022
Monday Jul 25, 2022
We want to thank Kirsten Meder for leading our July 12th Empower Women Event, Understanding ESG Investing. Kirsten discussed where we’ve come from in terms of ESG and impact investing, where we are now, and opportunities for the future. She also talked about how the integration of values and ESG data has provided a great entry point for many women to become more involved with their investments. “In so many of my client meetings women not only have a seat at the table but are actively engaged if not leading the discussion around how they want to invest.”
Kirsten Meder, CAIA, CMT, is an ESG/SRI Investment Strategist at Aperio. In this role, Ms. Meder works with clients to align their equity portfolios with their values. She works closely with the ESG and Portfolio Management teams in the evaluation of ESG data sets and the creation of new strategies and works with Aperio’s Research Team on projects related to ESG issues. Prior to joining Aperio, Ms. Meder was a Portfolio Manager at Lattice Strategies (acquired by Hartford Funds), where she was responsible for managing strategic and tactical multi-asset SMA portfolios for high-net-worth clients and for allocating to liquid alternative investments. Additionally, Ms. Meder spent several years working for Bank of America/Merrill Lynch as a Research Analyst, where she was a generalist on their fund of hedge funds team.
We hope you enjoy this podcast episode!
General Disclaimer:
Lexington Wealth Management is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. Lexington Wealth Management and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This document was created for informational purposes only; the opinions expressed are solely those of Lexington Wealth Management and do not represent those of HighTower Advisors, LLC, or any of its affiliates.