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Lily Engelhardt Benedicte Gravrand, Opalesque Geneva: Together with financial advisor LiliAnn Stafford, and financial advisor associate Natalie Engelhardt, Lily Engelhardt, financial advisor, SVP, is part of the Lily Group at Morgan Stanley and works with clients interested in socially responsible investing (SRI). Lily has been a committed investment manager for over 35 years.
Back in the 1980s, she fell in love with the stock market and started working there after completing her engineering degree in Israel. There, she met LiliAnn Stafford, who has been her partner ever since.
"At the time, there were a lot of progressive individuals in the Taft-Hartley, which is a union-based fund that would stick and stand against South Africa and apartheid. Through them, we were able to understand that we can do some screening into the investments by saying, you know what, we don’t want to invest in these companies," she tells Matthias Knab during a recent interview on Opalesque TV.
In 1986, they joined Shearson, now Morgan Stanley. The 80s, she says, saw the start of the AIDS epidemic, and a lot of people felt that something had to be done. They started working with SRI with a focus on companies that would be best for domestic partnership and for gay rights. In the 90s, they invested in green bonds at Smith Barney...................... To view our full article Click here
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