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Investing for Impact: How ESG is changing the game

webcast 2017-11-28

Over the past decade, the market for socially responsible and sustainable investing has evolved. From 2014 to 2016, total global assets in responsible investing strategies rose 25% to $22.9 trillion, according to a report from the Global Sustainable Investment Alliance. Today, environmental, social and governance investing—known as ESG— is creating diversification, returns and new client growth for savvy financial advisers.

But where are we and what’s next for this evolving sector? And how can advisers incorporate these cutting-edge strategies into their menu of offerings to appeal to existing clients and attract new ones?

Accepted for 1 CE Credit by the CFP Board. Accepted by IMCA for 1 CIMA/CIMC/CPWA CE credit. Accepted for 1 CFA Credit.

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Date: Tuesday, November 28, 2017

Time: 4-5 PM ET

Join us Nov. 28 for our one-hour video webcast, part of our new Innovators in Investing series, when Mopedia’ Fred Gabriel sits down with industry thought leaders to discuss how ESG investing could re-shape your practice and impact your value proposition.

Our speakers will discuss:

  1. The evolution of impact investing (from SRI to ESG)
  2. Defining the ESG opportunity
  3. How to craft healthy client conversations around ESG investing
  4. Hurdles and challenges
  5. What’s next? ESG opportunities for tomorrow

Sponsored by:

Continuing Education Credits: Webcasts approved for CE credit by the CFP Board, credit will be reported 1 week after the live event. CE Credit is not available for on-demand viewing.

For CIMA®/CIMC®/CPWA® CE credits for webcasts approved by IMCA, live viewers will receive an email 1 week after the live event with a program code to self-report. On-demand viewers will receive an email 30 days after the live event with a program code to self-report.

For CE credits for webcasts approved by CFA, credit will be reported 30 days after the live event.

Please contact us at [email protected] if you have any questions.


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