How ClearPath Turns Sustainability Data into Investment Insight
Better insight for a world where the war for talent and an increasingly fragile planet are real investment risks
This month we’re proud to spotlight ClearPath Wealth Management. Led by private wealth advisor Halsted Knutson, the ClearPath team has become one of our most compelling storytellers for a simple idea: knowing how companies treat their people and the planet is not just a values question. It is a risk-management question.
MEET CLEARPATH
ClearPath Wealth Management is a private wealth advisory practice of Ameriprise Financial Services, LLC, based in Mahtomedi, Minnesota. Halsted Knutson, CFP®, CRPC™, CLTC®, leads the practice’s work with individuals and families where deep, holistic planning makes the biggest difference.
The team has been named to the Forbes Best-in-State Wealth Management Teams list for 2024 and 2025.
TWO REAL RISKS, ONE CLEARER VIEW
ClearPath draws on a dataset on the AYK portal to help clients see what sits inside their portfolios. Two risks come up again and again, and both are showing up in valuations, not just values.
- The war for talent: Companies that fall short on fair pay, workforce equity and treatment of workers face higher turnover and weaker productivity. Our human capital and racial justice data put those signals in front of advisors before they show up in earnings.
- An increasingly fragile planet: Emissions exposure, transition risk and the physical impacts of destabilizing ecosystems now hit balance sheets, from stranded assets to supply chain disruption.
Our Invest Your Values data, including Fund, ETF and 401k scoring, helps translate them into portfolio decisions.
ClearPath uses this research to move conversations beyond screens and labels. Clients see which holdings carry these risks, and how managing them can protect long-term returns.
Disclaimer: As You Know (AYK) is a sustainability data provider, not a financial advisor. Our information is provided for informational purposes only and does not constitute investment or financial advice. AYK does not make investment recommendations.
