May 22, 2014
Two men in the C-Suites at Charles Schwab (Bernard Clark, Executive Vice President or Advisor Services) and Merrill Lynch (Andrew Sieg, Managing Director and Head of Global Wealth and Retirement Solutions) agree on at least one thing: impact investing is here to stay. “I would look at your organization at the percentage of time you’re thinking about impact-oriented investments — environmental, social justice strategies — and I would double or triple it,” said Mr. Sieg.
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