Morningstar: Jason Turner Helps Great Lakes Set Expectations

Great Lakes Advisors follows its moral compass when looking for the right companies for its institutional and high-net-worth clients to invest in. In this video interview, Jason Turner, the Wintrust subsidiary's head of multi-asset strategies, says the socally responsible investing strategy put in place by the firm's founder works because companies that do the right thing generally make for better long-term investments.

Educating investors has been a learning curve for Great Lakes, with Turner noting that HNW clients often have a lower risk tolerance than institutions. "Setting expectations" is something both sides have to consider, Turner says.