Morningstar Investment Conference
During a live Q&A session for the Morningstar Investment Conference-Social/Digital Hub, Haleh Moddasser talked about her personal genesis of writing two books. She also answered questions from fellow financial advisors about the process and benefits of becoming an author in her "spare" time.
The strategy “isn’t a granola proposition anymore.” It can reduce portfolio risk and reap “comparable, if not better returns over the long term, argues Haleh Moddasser as she explains the evolution of socially responsible investing.
The newest book by Haleh Moddasser has recently published and is available on Amazon. According to Moddasser, Women on Top: Women, Wealth & Social Change, was written to help educate successful women about investing their values without sacrificing their own financial security.
Haleh Moddasser discusses why divestiture is less effective than shareholder activism at convincing companies to make changes.
Financial Finesse Podcast
Modasser discusses her new book, Women on Top: Women, Wealth and Social Change, which focuses on how women can invest their wealth towards doing good in the world while doing financially well for themselves. Modasser explains why she believes ESG is the wave of the future.
Moddasser explains why divesting stocks may not always be the best way to influence change at companies. “This is because an investor gives up his seat at the table when he or she no longer owns shares in a company stock,” she says.
Having extensive experience working with women during divorce, Moddasser offers suggestions for mitigating financial losses. Transparency is critical, she says.
Financial Advisor Magazine
Weighing in on a study that indicates women are often insulted when they feel they are being pushed to a female advisor, Moddasser says, “They took choice away from them, which is the same issue women investors have battled all along.”
Industry Leaders Magazine
About 26% of all managed money in the US is invested using ESG, says Moddasser. “However, this is primarily at the institutional level. Recently, the demand for ESG by the retail investor has skyrocketed.”