Patrick Reed

Patrick Reed is a co-founder and CEO of YourStake.org. He has a background in environmental activism.

The SEC's New Climate Disclosure Rule and YourStake’s CEO Outlook on the Rule’s Impact
Next Era Investing

The SEC's New Climate Disclosure Rule and YourStake’s CEO Outlook on the Rule’s Impact

The SEC has issued final climate disclosure rules requiring public companies to provide detailed climate-related disclosures. Learn about the background, key elements of the rules, and YourStake CEO's perspective on how these rules will benefit investors and advisors, improving transparency and decision-making in sustainable investing.
Discovering Clients’ ESG Personality Types: A Workshop Retrospective
Practice Management

Discovering Clients’ ESG Personality Types: A Workshop Retrospective

Finding a client's values can be a hard process. Here are a few ways to approach the conversation and how to make a meaningful roadmap for investing.
Are Millennials the Only Ones Interested In ESG Investing?
Practice Management

Are Millennials the Only Ones Interested In ESG Investing?

A recent survey by Cerulli Associates indicated that many financial advisors may be underestimating client demand for ESG investing. Of the advisors surveyed, 58% said that they hadn’t yet adopted ESG strategies because of a lack of investor demand. But why?
When did ESG investing start?
Data

When did ESG investing start?

ESG investing seems to be a fad, but history speaks otherwise. See how values-based investing has been around longer than you might think.