“Because of the extra research that we’ve done, we’re able to make some changes in your portfolio to tilt it more towards those issues that concern you. The beginning process of this software is that you answer several questions that help guide me, to help you develop a portfolio or make changes that are consistent with your ESG concerns. It’s a very interesting area of work and I’m really excited to see how it affects what you want to do with your investments.” – BARRY M. CORKERN
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