It’s easy to let politics and national headlines cloud investment decisions. That’s why research and analytics are invaluable tools for building a portfolio that remains in alignment with your values even as it adjusts to market turbulence. Jason Britton, MBA, CSFA recently spoke with Steve Garmhausen, where he discussed how now is the perfect time to educate clients on what is happening in the markets to ease their anxiety and hopefully work together to find new opportunities. Read the entire column here (subscription required): https://lnkd.in/evA78-cP
Reflection Analytics
金融服务
The industry’s first compliant and scalable technology to ensure investors’ values are reflected in their portfolios.
关于我们
Reflection Analytics’ Reflect tool is the only “name-compliant” software providing an investor-focused rating that scores companies across 18 ESG sub-themes and offers asset managers the ability to ensure continuous compliance. Reflect’s patent-pending software is the only ESG tool designed to serve asset managers, financial advisors, and investors/institutions across six key areas: advisory, due diligence, compliance, portfolio management, auditing, and reporting. The Reflect platform simplifies and supports values-based investing, allowing investors and institutions to review their portfolios based on the ESG components that are most important to them while also identifying types of companies to avoid, such as those associated with weapons or alcohol.
- 网站
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https://www.reflectvalues.com
Reflection Analytics的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 类型
- 私人持股
- 创立
- 2019
Reflection Analytics员工
动态
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As Founder and CEO Jason Britton, MBA, CSFA told Reuters following President Trump’s #SOTU, he didn’t expect the market to react much because investors had already priced in the key takeaways. These developments highlight the intricate balance between policy decisions and market reactions, emphasizing the need for informed and agile investment approaches.?Read what Jason had to say here: https://lnkd.in/eAENYf6g
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Our Founder & CEO, Jason Britton, MBA, CSFA, recently joined Mike Langford on the Modern Financial Advisor Podcast to discuss how financial advisors can help clients invest with both their hearts and their heads, because the?demand for values-based investing is growing.??? We built the #Reflect software platform to give investors and advisors a reliable tool for quantifying the client’s values in a way that can guide their investment choices and build a portfolio aligned with their values. Listen to the full conversation here:?
Jason Britton, of Reflection Analytics joins Mike Langford to discuss the transformative power of values-based investing. They explore how financial advisors can help clients align their investment portfolios with their personal values, moving beyond traditional metrics of financial success. The conversation delves into the evolution of financial advice, the importance of understanding client values, and the challenges of navigating polarized discussions around investment choices. Jason emphasizes the need for genuine discovery in client conversations and the role of behavioral economics in understanding client motivations. Check out the full episode and show notes here: https://lnkd.in/gaKJa48V #Podcast #FinancialAdvisor #WealthManagement #FinTech #CFP #CFA
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As Reflection Analytics Founder and CEO Jason Britton, MBA, CSFA told the The New York Times, the energy transition is driven by many factors besides US energy policy. Rising demand for carbon free electricity to power AI data centers and EU regulations are just two of the interconnected factors we analyze to help our clients adapt and thrive.?What are your thoughts as we head into 2025? ??
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Recent discussions about potential shifts in #SEC enforcement priorities under President-elect Donald Trump’s SEC Chair Nominee, Paul Atkins, have sparked critical conversations amongst the industry. While the incoming administration is likely to ignore #greenwashing, it is crucial to maintain robust investor protections to ensure the integrity of our financial markets. At Reflection Analytics, our mission has always been to guide clients with transparency and integrity, and we advocate for policies that uphold these values across the financial landscape. What are your thoughts? #InvestorProtection #FiduciaryStandard #ESG #FinancialTransparency
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#ESG funds don’t often align with the personal values that motivated investors in the first place, as Founder and CEO Jason Britton, MBA, CSFA tells Jeff Benjamin from etf.com on the #AdvisorInsider podcast. Listen to the conversation below to learn more: #InvestmentInsights #SustainableInvesting #WealthManagement #AdvisorInsights #ESGInvesting
In this episode of #AdvisorInsider, Jason Britton, MBA, CSFA, founder of Reflection Asset Management, joins etf.com Wealth Management Editor Jeff Benjamin to reflect on the recent highs and lows of the broad category of environmental, social, and governance (#ESG) investing. ?? Tune in now: https://lnkd.in/gmT2kSpP
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As Invesco Advisors faces scrutiny for its ESG claims, the question arises: will the SEC continue investigating greenwashing claims when the Administration changes? As Founder and CIO Jason Britton, MBA, CSFA said, firms should be held accountable for “greenwashed” investments, even if the motive for the investigation is to make life hard for firms that offer an ESG product. Our #Reflect software platform assures investors that their portfolios are truly values-aligned. Read Jason’s comments in FundFire to learn more about the future of ESG investing: https://lnkd.in/evaKi2Na
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Thanks to Mark Hulbert and Callaway Climate Insights for featuring our founder, Jason Britton, MBA, CSFA, as he addresses the pressing need for transparency in #ESG investing. As Mark notes in this column, our #Reflect software platform is the best available tool for values-motivated investors to ensure that their money is invested where their hearts are. ?#Greenwashing #InvestorProtection?#ESG https://lnkd.in/eyYi3dw3
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We are excited to share that our Reflect software tool has been?included in Vision for The Future, a digital collection by Howard W. Buffett. ? Our mission is to empower financial advisors and investors with the information they need to earn competitive returns in investments aligned with their values. We believe transparency?increases the stability of ESG/SRI/values-based investing. ? This book showcases the innovate solutions and ideas that are shaping the future of finance. Check it out below:
I’m excited to announce the launch of Vision for the Future, a powerful digital collection showcasing insights from 40 extraordinary changemakers who are addressing the Sustainable Development Goals (SDGs) head-on. Download for free here: https://lnkd.in/eVYxB8z8 This publication was only made possible by the hard work and dedication of Amir Dossal and the entire executive team (including Ali Mazzara, Gregory Barton, Matthew Barton, and Zecki Dossal) Unveiled during #UNGA79 and the Summit of the Future, this anthology amplifies the voices of leaders working?to improve the world and it describes: ?? Innovative solutions to pressing global challenges ?? Strategic partnerships that cross multiple sectors ?? Novel investment models fostering long-term impact I would like to particularly thank the following for their contributions:?Ponsi Trivisvavet and Inari, Mark Dalio and OceanX, and Jason Britton, and Reflection Analytics. #VisionfortheFuture #SDGs #UNGA #SummitoftheFuture #InnovativePartnerships #ImpactInvesting #GlobalChangemakers #SustainableDevelopment #SocialValueInvesting
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Wondering why the US Dollar is reacting differently than the sterling and euro? Our Founder and CEO Jason Britton, MBA, CSFA offered his market wrap insights on US markets and global currencies during this interview on MONEY FM 89.3 to discuss the differences and what to expect from the #Mag7 in the coming weeks.?Listen to the interview here: https://lnkd.in/e_YTFbSs