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Socially Responsible and Profitable: Finding Balance in ESG Investing

Released on Tuesday, March 16, 2021•STRATEGIES

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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

Bollinger Capital Management, Director of Client Relations

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 Planner^TM professional and holds a Certificate in Financial Planning from the New York University School of Professional Studies.