While Advisor Partners has been attendees/exhibitors at about a dozen previous SRI conferences, this is Rahul’s first. He is their Portfolio Manager for their SRI investment strategies. He provides his insights into the conference as a first timer, and focuses on its educational benefits and the unique benefits that the SRI Conference offers to attendees that are not always available to attendees at other conferences. He tells about Advisor Partners, who have a dual focus: SRI investing and minimum tax impact. They provide customized solutions according to the investor’s SRI desires and goals, and they seek to minimize the taxable consequences of these investments.
The Sustainable, Responsible, Impact Investment Conference (SRI Conference) was held in Coronado Island, CA in Nov 2017. It was the 28th annual SRI conference and had about 800 attendees. This interview was conducted at the conference.