Summary of Key Points from the Conference Call Industry Overview - The report focuses on the **Asia Pacific (APAC)** region, specifically regarding **sustainable investing** trends among asset owners and managers as of 2026 [2][11]. Core Insights 1. **Commitment to Sustainable Investing**: - **85%** of APAC asset owners expect sustainable fund AUM to rise over the next two years, an increase from **80%** in the previous year, indicating growing confidence in sustainable investment performance [3][14]. - In contrast, only **72%** of APAC asset managers expect sustainable AUM growth, down from **88%**, reflecting a divergence in outlook between asset owners and managers [3][14]. 2. **Importance of Sustainability in Manager Relationships**: - Nearly **90%** of APAC asset owners require external managers to have a sustainable investing policy or strategy [4][15]. - **39%** of asset owners view sustainable offerings as a key differentiator in selecting or retaining asset managers [4][15]. 3. **Focus on Climate Risk and Adaptation**: - Climate adaptation and resilience are emerging as critical areas, with **50%** of investors incorporating climate resilience into long-term infrastructure and real estate decisions [5][16]. - **50%** of asset owners and managers plan to prioritize investments in water infrastructure over the next 1-3 years, followed by data & analytics tools (**46%**) and cooling/urban heat resilience (**44%**) [18][31]. 4. **Barriers to Sustainable Investing**: - Key barriers include regulatory uncertainty, lack of common market language, and insufficient data or risk models [18][36]. - Concerns regarding data availability and the difficulty in communicating the financial value of sustainable investments are prevalent among APAC investors [19][41]. 5. **Underappreciated Investment Priorities**: - While renewable energy and energy efficiency are top priorities, areas such as climate adaptation and resilience, sustainable building materials, and inclusion policies are seen as underappreciated by APAC investors [19][44]. Additional Important Insights - The report highlights a growing divergence in expectations between asset owners and managers, which may shape the future of sustainable investing in the region [2][14]. - The thematic research supports asset managers in aligning with evolving asset owner expectations, particularly in climate adaptation and inclusion themes [6][11]. - The survey conducted involved **664 asset owners** and **303 asset managers** across North America, Europe, and Asia Pacific, providing a comprehensive view of the sustainable investing landscape [13][12]. This summary encapsulates the key findings and insights from the conference call, emphasizing the trends and challenges in sustainable investing within the APAC region.

Core Insights - Perigon Wealth Management has acquired Gitterman Wealth Management and Gitterman Asset Management, increasing its assets under management to approximately $10.6 billion [1][2] Company Overview - Perigon Wealth Management is a registered investment advisor based in San Francisco, managing $9.3 billion in client assets prior to the acquisition [1] - Gitterman Wealth Management and Gitterman Asset Management are based in Edison, New Jersey, managing $1.3 billion in client assets [1][2] Acquisition Details - The acquisition will add Gitterman's assets to Perigon, bringing the total to about $10.6 billion [2] - Gitterman partners Jeffrey Gitterman and Eli Rauch will join Perigon as managing directors [2] Team and Client Focus - The six-person wealth management team at Gitterman serves individual investors and professionals from colleges and universities through specific programs [3] - Gitterman specializes in sustainable investing, focusing on climate adaptation and resilience [4] Strategic Alignment - Gitterman expressed that Perigon's strength in impact investing influenced their decision to join the firm, enhancing their asset management strategy for clients [5] - Perigon's CEO emphasized a growth strategy that aligns with firms and individuals sharing similar values, aiming for thoughtful expansion [6]