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Hosted by Freedom Investment Management, Inc., we bring you innovative ideas from investment experts and practice and business management leaders. Check back often to hear from fellow financial advisors talk about what is working for them; service providers describing best of breed technology, product and practice solutions; as well as, economists, portfolio managers, analysts and investment product specialists from all ends of the industry spectrum, from mega global managers to small but innovative boutique firms.

  1. All Episodes
  2. 2021
  3. 03

Discussing Trade-Offs in Sustainability Investing – A Conversation with Will Collins-Dean, Senior Portfolio Manager at Dimensional Funds

Mar 23, 2021

In this episode, we catch up with Dimensional Funds on Sustainability Investing, following up on our December 2019 podcast.  We discuss the landscape of ESG investing and the current challenges facing investors given the increased popularity.  We discuss the tradeoffs to ESG investing and what investors are potentially...

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Catching Up with Jason Bloom, Head of Fixed Income and Alternatives ETF Product Strategy at Invesco

Mar 9, 2021

It’s been just over a year when we last spoke with Jason Bloom at Inside ETF right before the pandemic shutdown.  Part retrospective, part forward-looking, we discuss the market environment from what we saw a year ago versus what we’re seeing today.  Listen to Jason’s thoughts on the reflation trade that has...

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