Intelligent Adviser Podcast: Episode 23

Adviser 2.0

Robin Powell's guest on this episode is Sam Adams. Sam spent 17 years with Dimensional Fund Advisors — and much of that time in London, where he set up DFA’s European operation. In 2014 he founded Vert Asset Management in California. Vert designs and builds sustainable portfolios, educates investors and financial advisers about ESG investing, and helps advice firms to engage with clients and prospects about sustainability and values-based advice. Sam and Robin discuss the growth of ESG investing on both sides of the Atlantic, how to combine ESG with an evidence-based approach, and how advice firms can best integrate sustainability into their value proposition. Wherever your firm is on this particular journey, you’ll find what Sam has to say on this subject both interesting and useful.