Constructing Meaningful and Impactful Investment Portfolios Panel
Overview
Whether in the form of investment themes like cannabis, cryptocurrency and artificial intelligence - or a values-based ESG approach, investors today have more opportunities than ever before. Two industry leaders led an interactive discussion about how to effectively integrate your personal values, beliefs and interests into your investment portfolio.
Insights and Key Takeaways
Here Michael Hotz (Vice President at Asset Consulting Group) and Katherine Kroll (Senior Institutional Sustainable Investing Specialist at Brown Advisory) share current thinking and approaches to impact investing.
In the last 5-7 years, families have shown a strong interest in these areas:
- Technology and Artificial Intelligence
- Cannabis
- Cryptocurrency
- ESG Investing
As a rising generation family member trying to communicate your interests to different generations, it’s helpful to understand what different generations think about various asset classes over the years. Let’s look at 1990 compared to 2020.