Litman Gregory is pleased to announce that Alice Lowenstein, CFP®, Principal and Managing Director, has obtained the Chartered SRI Counselor (CSRIC™) designation. Offered by the College for Financial Planning and designed for experienced financial planning and investment professionals, the CSRIC™ program focuses on sustainable, responsible, and impact investing (SRI) and covers history, definitions, trends, portfolio construction principles, fiduciary responsibilities, and best practices. Gaining the credential requires completing an educational curriculum and passing a comprehensive final exam.
“I have followed SRI (or what is now often referred to as ESG, short for environmental, social and governance) for many years, and it is exciting to see an acceleration in growth and interest as more investors recognize the importance—and the potential—for broadening their lens to consider sustainability and social impact as integral to investment analysis and decisions,” Alice reflected.
Litman Gregory CEO Steve Savage added, “We congratulate Alice on her accomplishment and are pleased to enhance our team’s ability to support clients in exploring and implementing investment strategies that reflect their own values.”
Litman Gregory’s research team has continued to deepen its coverage of the broad universe of sustainable, responsible, and impact funds, ETFs, and other vehicles that specifically integrate environmental, social, and governance considerations into their investment approach. In turn, Litman Gregory advisors work with clients to understand and define their priorities as it comes to reflecting these issues in their portfolios and to advise on strategies for doing so. As the quality and availability of solutions continue to improve, we expect to broaden our offering.
We encourage you to contact your Litman Gregory Advisor to discuss how sustainable investing can fit into your wealth management plan.
A Decade Past, the Decade to Come
The last decade has seen U.S. stocks significantly outperform non-U.S. stocks, large caps outperform small caps, and growth strongly outperform value. And while the dominance of these trends has been unrelenting, we have already begun to see the last decade’s major market trends starting to reverse. In this post, we look back on the last 10 years and consider what to expect as investors over the next 10.
Litman Gregory Joins iM Global Partner
We would like to share some important and exciting news about our company’s future. After much due diligence and careful thought, the firm’s principals and founders have decided to take a significant step toward growing our resources and ensuring our ability to excel for generations to come by joining iM Global Partner, a privately held global investment services firm.