Naushad Virji of ShariaPortfolio lays out what advisors need to consider to win clients with specific needs.

By Naushad Virji, CEO of ShariaPortfolio, for Wealth Management
December 28, 2018

In recent years, there has been a strong uptick in the number of clients interested in impact investing. But, the universe of investment filters according to environment, social and governance factors is vast and just as diverse as clients who want their portfolios to be an extension of their beliefs.

Tackling that universe as a whole is daunting and might be impossible for some advisors. However, developing expertise in one or more areas can help an advisor deliver specific investment needs and turn impact investing into a differentiator…

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