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AFO WEALTH MANAGEMENT FORWARD PODCAST

Episode 46

Betterment

Betterment: ESG & Socially Responsible Investing

In this ESG investing episode, Rory and Rob are joined by Boris Khentov, the SVP of Operations and Sustainability at Betterment and a fintech advisory committee member at FINRA. Listen as they dissect the history and usage of various terms, from ESG to Socially Responsible Investing. Learn about the rapid growth of socially responsible investing and how investors, now more than ever, can directly alter the course of business activities via shareholder rights. Find out why the SEC is starting to formulate new rules, as more than $50 billion flowed into ESG funds alone in 2020, and how the Big 4 accounting firms will be certifying reports sooner rather than later. Listen to this episode to find out how to invest in companies that empower minorities, female-led companies, and ones that are creating meaningful change. Lastly, Boris talks about his background as a tax lawyer and how Betterment’s tax-loss harvesting and tax-coordinated portfolios technology can help generate higher expected long-term returns. Check out this latest episode to learn more about ESG and socially responsible investing.
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