6DECEMBER 2024Editor's NoteLeveraging IRA Tax Incentives for Sustainable Equity InvestmentsSustainable and socially responsible investing (SRI) continues to gain momentum in the financial sector as investors become more aware of environmental, social, and governance (ESG) factors. With its significant tax advantages, Individual Retirement Accounts (IRAs) are ideal for advancing these investment practices. Financial institutions can harness IRA tax incentives to promote sustainable equity investments, delivering long-term client value while contributing to broader societal and environmental goals.Millennials and Gen Z investors increasingly prioritize aligning their investments with personal values, favoring ESG-focused options that have demonstrated resilience and often outperform traditional portfolios during periods of economic volatility. Regulatory initiatives such as the Inflation Reduction Act and SEC climate disclosure rules further incentivize businesses and investors to adopt sustainable practices.Financial institutions can capitalize on these trends by creating ESG-focused IRA products, designing educational campaigns to enhance awareness, offering personalized investment solutions tailored to client preferences, collaborating with sustainable companies, and incentivizing ESG-oriented contributions. By developing innovative products, fostering investor education, and proactively addressing challenges, financial institutions can establish themselves as leaders in the evolving ESG investment landscape.This edition features Asbury Research, further exploring how the service providers leverage tax incentives, collaborate with regulators and industry stakeholders, and invest in technology solutions so that financial institutions can offer compliant and profitable equity services. The magazine also brings in perspectives from Jason Obradovich, Chief Investment Officer of New American Funding and Steven Shafer, Treasury Innovations Team Manager at Bremer Bank.Building strong relationships with industry stakeholders, including investors, project developers, and technology providers, can help financial institutions navigate the regulatory landscape more effectively. We hope these valuable insights from industry leaders featured in this edition will assist you in making informed decisions for your businesses.Let us know your thoughts.Copyright © 2024 ValleyMedia, Inc. All rights reserved. Reproduction in whole or part of any text, photography or illustrations without written permission from the publisher is prohibited. The publisher assumes no responsibility for unsolicited manuscripts, photographs or illustrations. Views and opinions expressed in this publication are not necessarily those of the magazine and accordingly, no liability is assumed by the publisher thereof.Managing EditorJeff Rodriguez*Some of the Insights are based on the interviews with respective CIOs and CXOs to our editorial staffEmail:sales@financialservicesreview.comeditor@financialservicesreview.commarketing@financialservicesreview.com DECEMBER - 16 - 2024, Vol 05 - 29 (ISSN 2835-9771)Published by ValleyMedia, Inc. To subscribe to Financial Services ReviewVisit www.financialservicesreview.com Jeff RodriguezManaging Editoreditor@financialservicesreview.comVisualizerMichael WayneEditorial StaffAaron Pierce Ashik Jain Ancel Castelino Ava GarciaGilbert Hoover Joshua ParkerPresley Meadow
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