With an aging client base and an estimated $68 trillion in U.S. wealth expected to change hands from older generations to younger generations (Cerulli), ESG investing/investing with a purpose are growing priorities for investors. Advisors need to be prepared to address these changing investor preferences. Shelton Capital Management is an experienced Green Bond manager, utilizing an active approach to fixed income portfolios that seek to generate total investment return and income. The firm offers mutual funds and SMA strategies for clients seeking an environmental, green, or sustainable focus.
Here, George Gay, CEO of First Affirmative Financial Network – the leading advisor network serving the responsible investment community overseeing more than $1B in AUM and advisement and working with 400+ specialist SRI advisors – delves into Shelton Capital Management’s approach to ESG and impact investing in the U.S. fixed income markets, as well Green Bonds.