VIRTUAL EVENTS
Purpose & Portfolio: Aligning Client Portfolios with Jewish Values
Faith-based investing is gaining momentum, but for many Jewish investors, their values may not reflect their portfolio.
Despite growing interest in aligning investments with personal beliefs, the Jewish community has historically lacked access to values-based strategies that reflect its unique priorities.
Join JLens and VettaFi for an in-depth webcast exploring how financial advisors can support Jewish clients who want their investment strategies to reflect both performance goals and personal values.
SUMMARY
Topics covered will include:
- What “investing through a Jewish lens” really means
- Which values-based strategies are available now—and how they work
SPEAKERS
Ari Hoffnung
Managing DirectorJLens
Amy Kaufman
Director, Investor RelationsIsrael Investment Advisors, LLC.
Stuart Garawitz
Head of National Sales, Corporate Vice PresidentIsrael Bonds / Development Corporation for Israel
Todd Rosenbluth
Head of ResearchVettaFi
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