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#FASuccess Ep 419: Attracting Clients Who Want To Align Their Investments With Their Values With A Sustainable Investing Approach, With Peter Krull

Nerd's Eye View

Pete is the Director of Sustainable Investing of Earth Equity Advisors, an RIA based in Asheville, North Carolina, that oversees approximately $200 million in assets under management for 250 client households. Welcome everyone! Welcome to the 419th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Peter Krull.

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VC to prioritise data science, AI for investment decisions by 2025

Future CFO

Quantitative analysis will change investing strategy Gartner predicts that by 2025, the AI- and data-science-equipped VC or PE investor will become commonplace. Questions such as when to invest, where to invest and how much to invest are becoming almost automated,” said Stakenas.

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Startup DNA: Rooam, Close Your Bar & Restaurant Tab Remotely

PYMNTS

The company said the data collection to date is still very much in the early stages, but it is something it’s investing in. Data collection is extremely important for us as we grow — for not only studies but also for sales, marketing and our expansion nationally,” said Shams.

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Predictive analytics: opportunities and limits for the future of finance

Jedox Finance

Based on qualitative and quantitative data plus subject matter expertise, folks will attempt to guess what’s likely to happen. Prior to the dawn of advanced statistical analysis and machine learning, predictive analytics efforts fell into 4 broad categories: Guessing , which is the default that most people revert to.

Finance 98
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Modernising finance reporting in support of ESG

Future CFO

These new requirements have made nonfinancial disclosures a part of business and the long-term investment thesis. Robust internal control procedures that prepare reliable, accurate, and timely ESG reporting with qualitative and quantitative data. Reporting is no longer just about providing quarterly financial performance.

Finance 59
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FinServ Matchmaker SuperMoney Tops $2B In Loan Requests

PYMNTS

What consumers needed was a one-stop source of transparent data about FinServ products that offered both quantitative data in the from interest rates, fees, loan terms, etc and qualitative reviews from consumers who have used the product. So he built one.

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Members’ Profile: Thobile Dlamini

CFO Talks

The challenge of financial forecasts based on quantitative data was both stimulating and rewarding. This mantra inspires me to invest in the development of those around me, knowing that by cultivating future leaders, we can achieve greater collective success.

CFO 52