More and more clients are looking for ways to vote with their wallets through sustainable investing. Yet, many advisors still believe sustainable investing comes at the expense of investment returns. What can we do to help shift this narrative and equip financial advisors with the tools they need to educate themselves and their clients?
WealthManagement.com is excited to be joined by Putnam Investments and Magnifi by TIFIN for a panel discussion about:
- Current trends and key long-term themes within sustainable investing
- How to integrate sustainable investing into client portfolios
- Tools for advisors to screen for sustainable investment opportunities
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been approved.
Matt Barley, RICP® - Moderator
Director of Advisor Sales
Magnifi by TIFIN
Jean Paul Lagarde
Chief Investment Officer
Advisor Resource Council (ARC)
Gregory Corey, ChSNC®
Responsible Financial Guidance
Advisory services are offered through Magnifi LLC, an SEC Registered Investment Advisor. Being registered as an investment adviser does not imply a certain level of skill or training. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State where notice-filed or otherwise legally permitted. All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results. Moreover, this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital. Putnam Investments provides compensation to Magnifi LLC to be a sponsored Fund Manager which provides their funds greater visibility on the Magnifi platform. A conflict of interest exists between Magnifi LLC and Putnam Investments due to this arrangement. Magnifi LLC is not affiliated with Putnam Investments, Advisor Resource Council, Ameriprise Financial Services, LLC, Responsible Financial Guidance or WealthManagement.com.