Barrons: How to Build a Values-Based Portfolio, According to This Top Advisor

Investor interest in companies that take all stakeholders into account when making decisions has never been higher. But this elevation of the “S” in environmental, social, and corporate governance, or ESG, investing is remarkably challenging.


Forbes: Gitterman Wealth on Climate Change Investing

The climate is changing, and the effects of planetary warming and resulting climate change are manifold and growing. Climate change will increasingly influence the risk-reward profiles of all investments.


Barron’s: Jeff Gitterman – Why ESG is at a Turning Point

The impresario behind all this is Jeff Gitterman, a well-regarded advisor who has converted his own practice to ESG. Recently, Barron’s checked in with Gitterman about the hype surrounding ESG and why advisors should get off the sidelines.


2018 Awards:  Jeff Gitterman wins RIA
“Thought Leader of the Year” hosts the only awards program to honor outstanding achievements by companies and organizations that support financial advisor success.  A record number of nominations were submitted this year—nearly 600 entries were received from 156 companies.  For the full list of winners please click here.  For more information and photos from the event, please also see our blog.


Morningstar:  2018 Sustainable Investing Conference at the United Nations Hosted by Gitterman Wealth Management

In 2017, Jeff Gitterman spoke about “Incorporating ESG into Your Financial Pracitce” at Morningstar’s National Conference in Chicago, along with Jon Hale, Morningstar’s Global Head of Sustainability Research.  Mr. Hale recently spoke at our 2018 Sustainable Investing Conference at the United Nations, and afterward wrote this article, titled “Sustainable Investing Events Highlight Kofi Annan’s Legacy.”


Financial Advisor Magazine:  ESG Investing Expert Explains What It Is and Is Not

“I think for a long time financial advisors were allowing Wall Street to dictate what products we sold to our clients,” Gitterman says.  “And I would assume that, as in a lot of other industries with the reversal of from top down to bottom up, we will see the client reversal because so many people now want ESG.”


Barron’s: How to Build Your Own ESG Portfolio

Sustainable Portfolios: Investors can build a diversified, long-term, ESG portfolio using these funds, which have been vetted by Gitterman Wealth Management.


Barron’s:  2018 Sustainable Investing Conference at the United Nations Hosted by Gitterman Wealth Management

The role investors can play in stemming climate change was addressed at conferences in the days leading up to Hurricane Florence’s landfall.  In New York, it was the Sustainable Investing Conference at the United Nations, where the organizer, ESG specialist Gitterman Wealth Management, said 570 people attended with another 170 on the waiting list. For more information and photos from the event, please also see our blog.


Refinitiv: Sustainable Finance and ESG: The 2020 Playbook

The Playbook brings together 12 world-leading ESG investing and sustainable finance experts and consultants. It outlines valuable insights and trends especially for those in the business and investment world considering what impact their capital has on society, the environment and human development.


Asset TV: ESG Masterclass

In this panel discussion, 4 experts take a look at the evolution of ESG and finance trends across impact themes.  Panelists include Jeff Gitterman, Co-founding Partner, Gitterman Wealth Management, Melanie Adams, VP & Head, Corporate Governance & Responsible Investment, RBC Global Asset Management, Jessica Ground, Global Head of Stewardship, Schroders, and Wendy Pan, Director, Segal Marco.


ROI New Jersey: Responsible Investing Strategy is Ahead of Curve

Two years ago, Elias Rauch and Jeff Gitterman, co-founding partners of Gitterman Wealth Management, were thrilled to have the opportunity to speak publicly about a message they’re passionate about: You can make money while doing good.


Business Wire: Gitterman Wealth Management partners with Merchant Investment Management

Gitterman Wealth Management partners with Merchant Investment Management to provide its SMART (Sustainability Metrics Applied to Risk Tolerance)® Investing Solutions to private families and financial advisory firms


Gitterman Wealth Management and Molinari Media Launch TheIMPACT Television Show and Digital Platform

Molinari Media, in partnership with Gitterman Wealth Management announced they are launching a new television show called TheIMPACT, which focuses on Sustainability, ESG, Climate Change, and advancing the 17 United Nations supported Sustainable Development Goals (SDGs).


Digital Asset Report: Jeff Gitterman on Climate Change and ESG Investing

Jeff Gitterman, Co-founding Partner of Gitterman Wealth Management, talks about his passion for protecting the Earth and why many companies are asking about ESG Investing. He is also very involved in promoting the Sustainable Development Goals (SDGs), and discusses the potential migration of investor capital toward those initiatives.


RIA Channel – Gitterman Talks Opportunities In ESG Investing

Jeffrey Gitterman, Co-Founding Partner, Gitterman Wealth Management, LLC  met with Julie Cooling, Founder & CEO, RIA Channel to discuss the firm’s focus on sustainable investing, climate adaptation strategies, and the importance of advisor education.


Investments and Wealth Monitor: ESG Data Drives Demand for Sustainable and Impact Investing

Jeff Gitterman and author Paul Ellis recently published a white paper for Investments and Wealth Monitor titled “ESG Data Drives Demand for Sustainable and Impact Investing.”  Please click on the link below to read the paper in full.


Equity Magazine:  ESG: From Fringe to Financial Fold

“Our attention as an industry needs to shift to advisor education. That’s the big story for this year,” Gitterman says, speaking to Equity just before the New Year. “There’s still a gap between client demand for ESG, which is growing, and advisors getting more fully on board. But we’re starting to see that groundswell, and we’re right on top of it.”


Asset TV: How ESG Engagement Creates Value

Co-founding partner of Gitterman Wealth Management and ESG / Impact Investing thought leader Jeff Gitterman talks about the differences between Sustainable, Impact, and ESG Investing, and how they are relevant to the market value of stocks.

WATCH VIDEO The New Landscape of Sustainable, Impact, and ESG Investing

Dr. Pedram Shojai, founder of, interviews Jeff Gitterman on the ever growing and rapidly changing world of Sustainable, Impact, and ESG Investing, and what these new developments mean for individual investors and financial advisors/professionals.


Innovators with Jane King: Impact Investing: Social Good With Profits
Jeff Gitterman, Patsy Doerr, and Rachel Gerrol

“Innovators with Jane King” Panel Discussion – Jane King is joined by Jeff Gitterman of Gitterman Wealth Management, Rachel Gerrol the CEO/Founder of Nexus, and Patsy Doerr, a Global Leader in Impact Investing.


Investopedia:  Astronauts, ESG, and Growing AUM

In 2015, I was an Associate Producer on a feature length documentary film called Planetary, and during this time, I became friendly with a group of NASA astronauts that were also involved with the film. I soon learned that many astronauts, after having spent time in space orbiting around the earth, come back with a very profound shift in their views about the world. This is often called The Overview Effect.


New York Post:  Feel-Good Investing is the New Trend on Wall Street

“The big boys getting into ESG is a good thing, not so unlike many of the large car manufacturers getting into electric cars now that they see a growing demand,” says Jeffrey Gitterman, one of the leaders of the ESG movement and a Co-Founding Partner of Gitterman Wealth Management.


Financial Advisor Magazine:  Improving The Quality Of ESG Data

“Training and education in how to incorporate material, non-financial data into the diligence process is necessary to keep pace with my peers and the investment landscape, as well as be a fiduciary for my clients,” says Adam Bernstein, ESG and impact analyst at Gitterman Wealth Management.


ThinkAdvisor:  More Sustainable Investments are Beating the Competition

“ESG is the GPS of investing,” says Jeffrey Gitterman, co-founding partner of Gitterman Wealth Management. “Studies have shown overwhelmingly that companies that score better on environmental, social and governance issues have better performance.”


Investors Business Daily: ESG Trends: Advisors Plan To Boost Socially Responsible Investing

After deciding to “make a commitment to ESG as a major theme,” Jeffrey Gitterman, co-founder and partner of Gitterman Wealth Management, says his firm held conferences for financial professionals that featured thought-leaders in ESG investing. This year, the United Nations asked Gitterman Wealth Management to host the 2018 Sustainable Investing Conference, which was held Sept. 11 at the U.N.


Allianz Global Investors: Differentiate Your Practice with ESG: The GPS of Investing®

Jeff Gitterman, Co-Founding Partner, Gitterman Wealth Management, takes a closer look at ESG (Environmental, Social and Governance) and Impact Investing, offering actionable ways to build your practice and boost your influence.


Financial Advisor Magazine:  Women, Millennials Want ESG Investments, Advisors Say

Clifford and other panelists at a conference sponsored by Gitterman Wealth Management on Wednesday in Manhattan said advisors should keep ESG investing in mind as they try to grow their businesses. They also argued that ESG does not hurt investment performance.

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ThinkAdvisor:  2018 Sustainable Investing Conference at the United Nations Hosted by Gitterman Wealth Management

Here’s another indicator of the growing interest in ESG investment: This year’s Sustainable Investing Conference sponsored by Gitterman Wealth Management had 570 attendees —  double the number of last year’s and four times the number for the first conference in 2016.


Forbes:  Gitterman Says ESG Plays Well on Campus

If there is one place in the U.S. where corporate governance, social and environmental rights get people triggered it’s on American college campuses. College professors want to put their money where their values are, says Jeffrey Gitterman, Co-Founding Partner of Gitterman Wealth Management.


ThinkAdvisor:  Will Advisors Finally Embrace ESG and Sustainable Investing in 2018?

“Advisors have been lagging,” said Jeff Gitterman, founder of Gitterman Wealth Management, which has offices in New York and northern New Jersey. This year could be when advisors begin to embrace environmental, social and governance focused investing because an increasing number of clients are demanding it.


Financial Advisor Magazine:  Leaps and Bounds

Since the SMART portfolios went live in March 2016, roughly 15% of the non-pension clients—or $62 million of $450 million—have shifted their investments to them, and Gitterman hopes to get to $100 million by the end of this year.


2017 Morningstar National Investment Conference:  Incorporating ESG into Your Financial Practice

Breakout session with Morningstar’s Head of Sustainability Research Jon Hale, Gitterman Wealth Management Co-Founder Jeff Gitterman, and Paul Ellis.


Equity Magazine:  Gitterman Wealth Management – Building a Sustainable Portfolio for the World

While sustainable development has become something of a buzz term in recent years, environmental sustainability is just part of the Impact and ESG investing equation, a strategy that also involves focusing on companies that are committed to ethical growth and corporate stewardship.


Asset TV:  ESG, Blockchain, and the UN Sustainable Development Goals

Jeffrey Gitterman, the Co-Founding Partner of Gitterman Wealth Management, discusses how ESG and Blockchain can solve the world’s problems.

SRI Conference 2017

Investopedia: The ESG Data Revolution

Adam Bernstein, ESG Specialist with Gitterman Wealth Management in New York believes “We are experiencing a non-financial, ESG data revolution.” More than two decades of resistance to using ESG data in pursuit of portfolio performance is disappearing across the wealth management industry.


Financial Advisor Magazine: Advisors Stand In Way of ESG Investing

“Advisors are the obstacle” to promoting ESG investing, added Jeff Gitterman, co-founder of Gitterman Wealth Management, which specializes in ESG investing. When clients learn of the possibilities, there is enormous interest on their part, and the products are available, but advisors block the path between the two, he said.


ThinkAdvisor:  ESG Investing: No Longer Optional, but Essential

“We look at ESG as a base of a pyramid, then layer values or SRI, then [measure] impact at the top,” Gitterman said. He adds, “ESG is a trend, not a fad. It’s a whole new world. How we measure performance, how we measure companies, who we can relate to, is completely turned on its head.”


Financial Advisor Magazine:  Investors Can Do Well By Doing Good

Financial Advisor contributor Paul Ellis recently interviewed Jeff Gitterman, co-founding partner of Gitterman Wealth Management, to discuss the motivation behind the creation of their ESG portfolios.

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