A recent analysis by Patrick Geddes, chief investment officer and partner of investment firm Aperio Group, found that even a portfolio that excluded all fossil fuel companies would incur
significantly less financial risk than would the practice of active stock selection.
Not exact matches
After looking at her investor profile, her CIBC
Financial Advisor pointed out that it was
significantly less than optimal for her goals, timelines, and
risk tolerance.
Many of my moderate growth and income clients at Pacific Park
Financial, Inc. remain
significantly less exposed to stock
risk than they had eighteen months earlier.