There is no doubt that ESG investing is good morally, but implementing ESG into your client portfolios comes with a new set of challenges advisors need to prepare for as it continues to trend in both headlines and investing.
In 2020, investors put a record of $27.4 billion into U.S.-traded ETFs focused on ESG practices, essentially doubling the size of the sector. As an advisor, what should you watch out for and how can you prepare as ESG grows in demand—and as you are asked to align client investments with their values?
Attend this webinar and you will come away with:
- An understanding of exactly “What is ESG?” What do the various ratings and rankings mean? What does it mean to you as a fiduciary and what does it mean to the client?
- The strategies and tactics necessary to find investments that are truly ESG aligned vs. marketing spin
- How to prepare for values-based conversations with your clients
- How to distinguish between ESG investing and Impact investing.
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Zephyr, Informa Financial Intelligence
Director of Research
Founder & CEO