Markets are rattled, and investors are stressed. Founder and CIO Jason Britton, MBA, CSFA told Barron's columnist Steve Garmhausen some of the ways to manage client’s anxieties amongst a turbulent market and how the importance of diversification and not trying to time the market still holds true. Read the entire column here (subscription required): https://lnkd.in/ekySxiGJ
Reflection Asset Management
金融服务
Mission: To provide customized investment strategies to individuals and institutions that reflect their values.
关于我们
A boutique asset management and advisory firm specializing in thematic investing. Reflection Asset Management, LLC (RAM) is an SEC Registered Investment Advisor leveraging over 100 years of collective experience and a proprietary algorithmic methodology for scoring investments, RAM specializes in allowing individual investors, institutions and financial advisors to deliver values alignment with sophisticated investment acumen.
- 网站
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https://reflectionam.com
Reflection Asset Management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 Asset Management员工
动态
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Following the confirmation of tariffs on Canada, Mexico, and China, many were?anxiously awaiting what was to come after Tuesday night’s #SOTU. As our CIO, Jason Britton, MBA, CSFA, noted in Reuters, there was little to no aftermath because investors already priced in the key takeaways.?As investors, it's crucial to consider how these policies might influence market dynamics and economic stability.?Read more about the market's reaction here: https://lnkd.in/eAENYf6g
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How can financial advisors help clients align their portfolios with their values without sacrificing returns???? Founder and CIO Jason Britton, MBA, CSFA was on the Modern Financial Advisor Podcast with Mike Langford to dive into this important topic. With younger investors earning and inheriting wealth, aligning investments with their personal values has never been more prevalent.?Listen to the full episode 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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Founder and CIO Jason Britton, MBA, CSFA was recently quoted in the The New York Times about the fate of the energy transition during the incoming #Trump Administration. The global energy transition is driven by factors such as varied EU regulations, the tech industry’s demand for carbon free electricity, and the simple fact that renewables can be brought online quickly to meeting the rising demand for electricity.?Learn more in the article below:
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President and CIO Jason Britton, MBA, CSFA anticipates a “light-touch regulatory environment” from the SEC under Paul Atkins, President-elect Donald Trump’s SEC Chair nominee,?which could mean an unwritten enforcement to ignore greenwashing and broader #ESG enforcement. Read the WealthManagement.com article to learn what Jason and other industry professionals are saying: #ESG?#FinancialTransparency #InvestorProtection #SEC
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Founder & CIO Jason Britton, MBA, CSFA explains on etf.com's #AdvisorInsider podcast why #ESG investing has been such a disappointment to well-meaning investors, and why values-based investing is booming, even if “values-based” hasn’t yet caught on as a term. Listen to the episode below to learn more: #ESGInvesting #SustainableFinance #WealthManagement #AdvisorInsights #InvestmentStrategies
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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Will #greenwashing still be a concern for new administrations? Jason Britton, MBA, CSFA explains in a recent interview with FundFire why the SEC will most likely?still conduct greenwashing investigations under the Trump Administration. The recent SEC enforcement against Invesco suggests that financial firms are under pressure to comply, and the SEC will remain vigilant, no matter who’s in office. What do you think about ESG enforcement actions? https://lnkd.in/evaKi2Na?
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Thanks Mark Hulbert and Callaway Climate Insights for interviewing our founder, Jason Britton, MBA, CSFA, about the amended #SEC Names Rule and the recent #greenwashing scandal at #WisdomTree. Building portfolios for values-driven investors is what we do here at Reflection Asset Management. https://lnkd.in/eyYi3dw3 ?
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Founder & CIO Jason Britton, MBA, CSFA was on MONEY FM 89.3 discussing the US markets, why the dollar is up when the British pound and the euro are in the doldrums, what to expect from the #Fed and what investors can expect from the #Mag7 when they report earnings this quarter.?Listen to the interview here: https://lnkd.in/e_YTFbSs
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Reflection Asset Management Founder & CIO Jason Britton, MBA, CSFA was on Schwab Network's #TheWatchList to discuss Big Tech’s burst of investments in nuclear power generation announced this week. Watch the conversation here to gain more insight on what to anticipate: https://lnkd.in/ekcGSde9
Nuclear Power's 'Big Output, Small Footprint' for A.I. | The Watch List| Schwab Network
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