Go Green Without Polluting the Portfolio
Nov 19, 2007
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By Helen Modly, CFP, CWPA, and Sandra Atkins, CPA/PFS
More and more, clients want to see socially responsible investments in their portfolios. Fortunately, there is a wealth of indexes, screens, and investment vehicles that can accommodate clients' concerns. Here is how to add a "green" overlay without compromising the portfolio or the client's long-term objectives.