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Home / Green Bonds: Investor Demand, Advisor Edge – Conversation with George Gay, Guy Benstead & Bill Mock
Home / Green Bonds: Investor Demand, Advisor Edge – Conversation with George Gay, Guy Benstead & Bill Mock

Green Bonds: Investor Demand, Advisor Edge – Conversation with George Gay, Guy Benstead & Bill Mock

Download the full interview to learn more.

With an aging client base and an estimated $68 trillion in U.S. wealth expected to change hands from older generations to younger generations (Cerulli), ESG investing/investing with a purpose are growing priorities for investors. Advisors need to be prepared to address these changing investor preferences. Shelton Capital Management is an experienced Green Bond manager, utilizing an active approach to fixed income portfolios that seek to generate total investment return and income. The firm offers mutual funds and SMA strategies for clients seeking an environmental, green, or sustainable focus.

Here, George Gay, CEO of First Affirmative Financial Network – the leading advisor network serving the responsible investment community overseeing more than $1B in AUM and advisement and working with 400+ specialist SRI advisors – delves into Shelton Capital Management’s approach to ESG and impact investing in the U.S. fixed income markets, as well Green Bonds.

Presenter:
2 Guy Benstead
Guy Benstead
Portfolio Manager

Presenter:
2 Bill Mock
Bill Mock
Portfolio Manager

Moderator:
george gay
George Gay
CEO of First Affirmative Financial Network

Important Information

Past performance is no guarantee of future results. Investments involve risks. This information has been prepared from sources believed to be reliable. The views expressed are as of the date of this writing.

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  • person described in FINRA Rule 4512(c), regardless of whether that person has an account with a FINRA member, includes;
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By closing this window and entering the website, you expressly acknowledge that you have checked and confirmed that you are accessing this site from the United States for purposes of acquiring information as an Institutional Investor as defined above.

For Financial Professionals

The information contained in this section of Shelton Capital Management’s website is intended for use by Institutional Investors in the United States only. It is not intended for use by non-U.S. entities or retail investors. "Institutional Investor" means any:

  • person described in FINRA Rule 4512(c), regardless of whether that person has an account with a FINRA member, includes;
  • a bank, savings and loan association, insurance company or registered investment company;
  • an investment adviser registered either with the SEC under Section 203 of the Investment Advisers Act or with a state securities commission (or any agency or office performing like functions) or;
  • any other person (whether a natural person, corporation, partnership, trust or otherwise) with total assets of at least $50 million;
  • governmental entity or subdivision thereof; employee benefit plan that meets the requirements of Section 403(b) or Section 457 of the Internal Revenue Code and has at least 100 participants, but does not include any participant of such a plan;
  • qualified plan, as defined in Section 3(a)(12)(C) of the Act, that has at least 100 participants, but does not include any participant of such a plan; FINRA member or registered associated person of such a member; and, person acting solely on behalf of any institutional investor.

By closing this window and entering the website, you expressly acknowledge that you have checked and confirmed that you are accessing this site from the United States for purposes of acquiring information as an Institutional Investor as defined above.

Individual Investors

The information contained in this section of Shelton Capital Management’s website is intended for use by Institutional Investors in the United States only. It is not intended for use by non-U.S. entities or retail investors. "Institutional Investor" means any:

  • person described in FINRA Rule 4512(c), regardless of whether that person has an account with a FINRA member, includes;
  • a bank, savings and loan association, insurance company or registered investment company;
  • an investment adviser registered either with the SEC under Section 203 of the Investment Advisers Act or with a state securities commission (or any agency or office performing like functions) or;
  • any other person (whether a natural person, corporation, partnership, trust or otherwise) with total assets of at least $50 million;
  • governmental entity or subdivision thereof; employee benefit plan that meets the requirements of Section 403(b) or Section 457 of the Internal Revenue Code and has at least 100 participants, but does not include any participant of such a plan;
  • qualified plan, as defined in Section 3(a)(12)(C) of the Act, that has at least 100 participants, but does not include any participant of such a plan; FINRA member or registered associated person of such a member; and, person acting solely on behalf of any institutional investor.

By closing this window and entering the website, you expressly acknowledge that you have checked and confirmed that you are accessing this site from the United States for purposes of acquiring information as an Institutional Investor as defined above.

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