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At Urban Wealth Management, our mission is to create a supportive and secure environment where women are encouraged to be engaged in their financial affairs and take ownership in creating the life they desire and deserve. Our vision is that every woman should live a life of her design, using her wealth to fulfill her dreams, enjoy her passions, and expand her interests.

Impact Investing: A Smart Women/Savvy Money Podcast

ESG/SRI: What’s the Difference?

Investment professionals sometimes get caught up in acronyms: RI, SRI, ESG. They stand for real things—real stances on investing and real business approaches by companies. And they're not quite interchangeable, although they have some things in common. In our October Smart Women/Savvy Money podcast, Margaret Leung of the global investment firm Nuveen will explain the ins, outs, and opportunities of "responsible investing," "socially responsible investing," and "environmental, social, and governance" investing—as well as other ways you can make an impact while also helping secure your own financial future.

Investors have more chances than ever before to use their money for good. Sign up for the Smart Women/Savvy Money newsletter to get an email as soon as this podcast is available!

Join the SW/SM Club to be notified when the podcast is available

 

margaret-leung-sm.jpeg Margaret Leung leads a team of specialists at Nuveen, one of the global leaders in responsible investing. Margaret's team covers ETFs, 529s, and closed-end funds and is also involved in the development and execution of the Nuveen's distribution plan of these investment vehicles. Margaret started her career in investment with SunAmerica Capital Services and later served as a business development specialist at Invesco, driving business through product and market expertise and partnering on strategic initiatives. She obtained a BA in Psychology and Social Behavior from the University of California, Irvine, and she holds FINRA Series 7 and 65 securities registrations.

 


Sustainable Investing: A Smart Women/Savvy Money Podcast

Sustainable Investing to the Next Level Using Shareholder Engagement for Positive Outcomes at Public Companies


Can sustainable investing really make an impact on the world? In our November Smart Women/Savvy Money podcast, Heather Smith of Impax Asset Management shares strategies and success stories about ways shareholder engagement is positively affecting corporate actions, gender pay equity, and gender diversity.

Sign up for the Smart Women/Savvy Money newsletter to get an email as soon as this podcast is available!

Join the SW/SM Club to be notified when the podcast is available

 

heather-smith.jpg Heather Smith is Lead Sustainability Research Analyst at Impax Asset Management LLC (formerly Pax World Management LLC) as well as Vice President, Sustainable Investing, at Pax World Funds. She researches and evaluates the environmental, social, and governance (ESG) performance of companies for inclusion in the firm’s portfolios. Heather is also a member of the Impax Gender Analytics team, oversees the firm’s proxy voting, and coordinates gender-related shareholder engagements. She holds a bachelor’s degree in Political Science and an MBA from the University of New Hampshire. Before joining Impax, she worked as a Legislative Aide for the New Hampshire State Senate. Impax Asset Management LLC is investment adviser to Pax World Funds. (Pax World Funds are distributed by ALPS Distributors, Inc. ALPS Distributors is not affiliated with Impax Asset Management LLC.)

 

 

At Urban Wealth Management, our mission is to create a supportive and secure environment where women are encouraged to be engaged in their financial affairs and take ownership in creating the life they desire and deserve. Our vision is that every woman should live a life of her design, using her wealth to fulfill her dreams, enjoy her passions, and expand her interests. If you’re ready to begin the journey, connect with us for a complimentary half-hour chat.