Ian Fuller: Unlocking Diversity for Alpha and Impact Investing

Ian Fuller: Unlocking Diversity for Alpha and Impact Investing

This episode features Ian Fuller, CEO and Co-Founder of Westfuller Advisors, a minority and women-owned investment advisory firm and Outsourced CIO dedicated to impact investing. Georges and Chris talk with Ian about his personal journey from New York’s Lower East Side to Wall Street as context for Westfuller's mission to drive change through ethical investments, and challenging traditional notions of money's role in building a sustainable future.

Guest

Ian Fuller - CEO and Co-Founder, Westfuller Advisors

Background

Ian Fuller is CEO and Co-Founder of Westfuller, a Black-majority, woman- and LGBTQ-owned investment advisory firm. As specialist in evidence-driven, global wealth advisory and planning, strategic investment management, and philanthropic giving, Ian works closely with people and institutions to empower wealth with purpose. He is a believer in the promise of money and financial systems to drive a flourishing democracy and economy. Ian co-leads the firm’s commitment to support efforts building: a just and equitable society, public purpose finance for All, and community infrastructure and assets.

Conversation

• Sheds light on how to define impact investing and how it is fundamentally different from ESG integration or responsible investing.
• Addresses the nuances and differences between net zero and a just transition, and the challenges around implementing an investment strategy that prioritizes both concepts.
• Discusses the challenges of being a minority-owned investment firm and how asset allocators investing in diverse managers are generating returns.