Fran McCartan

 

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As seen in Family Wealth Report: ESG Customization

In all, ESG portfolios provide opportunities for growth but come with ground-level challenges when implementing them. In order to meet client demand for investments that are personalized to truly align with investor core values, investment managers must go beyond negative screening when implementing ESG.

Winning with ESG

Technology is available to take the next logical step, with automated versioning of models and the personalization of customized ESG portfolios. In both cases, technology supports filtering out or diminishing holdings in "bad actors" and increasing holdings in "good actors."

 

Benoit and McCartan Join Archer

Christina Benoit and Francis McCartan have joined Archer as Vice Presidents, Business Development.