Clients largely respond positively to values-based investing—when it can be explained to them.  In this episode, David Armstrong is joined by Jay Lipman, co-founder of Ethic, a direct-indexing investment platform for advisors. Ethic can demonstrate to clients how to construct portfolios that reflect their values, or demonstrate how far their current portfolios are from their … Continue reading 14. How To Invest Sustainably with Jay Lipman →