Zoe Bollinger photo

STRATEGIES

Zoe Bollinger

Director of Client Relations,

Bollinger Capital Management

  • Dir. of Client Relations at Bollinger Capital Management
  • Prior Board Chair of the LA Chapter of the Social Enterprise Alliance
  • Graduate of American University

About Zoe

Zoe Bollinger is the director of client relations at Bollinger Capital Management where she works with new and existing clients to assist in meeting their long-term financial goals. She collaborates with John Bollinger to develop and implement new investment offerings for Bollinger Capital clients, including the Impact Portfolio. This actively managed approach to socially responsible investing seeks to invest in companies with positive social and environmental characteristics without sacrificing performance. Ms. Bollinger is a Certified Financial PlannerTM professional and holds a Certificate in Financial Planning from the New York University School of Professional Studies.

Zoe's Videos

Market action in 2022 stood in sharp contrast to the post financial crisis bull market. It was a down year, a debacle for 60/40 investors, and a test for the resolve of passive indexers. However, 2022 also brought opportunities for technically-driven trading strategies to add value. Substantial market swings created space for volatility strategies to perform and we started to see a market of stocks with diverse opportunities rather than a monolithic stock market. In this presentation, John and ZoBollinger will discuss the dynamics of the current market and explore technically-driven approaches that you can implement to take advantage of volatile markets.

ESG (environmental, social, and governance) investing is one of the biggest trends in the markets. But what are you actually getting when you buy an ESG ETF? Do their holdings really match the ESG values they claim, or can we do better?

Zoe Bollinger will review the major trends in socially responsible investing and take a look at some of the major fund offerings and their holdings. Then she will discuss how to find a balance between investing your values while achieving performance and explore the most important factors in developing investment strategies that integrate ethical and sustainable investing goals without sacrificing performance.



Zoe Bollinger reviews the major trends in socially responsible investing and how to find a balance between investing your values while achieving performance. She will take a look at the hot topics in the socially responsible investing space and then review the key trends likely to shape ESG investing moving forward. Finally, Ms. Bollinger will explore the most important factors in developing investment strategies that integrate ethical and sustainable investing goals without sacrificing performance.
Zoe Bollinger explores the growing trends in ethical and sustainable investing. Starting with a quick look at the history of factoring values and social impact into investment decisions, then taking a deep dive into the current hot topics in sustainable investment such as ESG investing. Finally, she will explore opportunities for traders to use their expertise to develop investment strategies that integrate sustainability goals without sacrificing performance.