Did you know, 1 out of every 5 dollars under professional management in the US is invested in a socially screened portfolio? Attend this session and learn why you should incorporate Sustainable, Responsible, Impact (SRI) investing and Environmental, Social, Governance (ESG) investment strategies into your practice. It's not a matter of if you will be asked about this type of investing but when.


Level of Complexity: Overview

Course Information
Course Date:
September 27, 2017
Course Objectives
  • Demonstrate the impact of changing attitudes, values, biases and behavioral finance on Sustainable, Responsible, Impact (SRI) investing among investors and their advisers
  • Describe how the combination of investment management techniques, tools and strategies has created a substantial supply of SRI
  • Demonstrate the importance of certain investment risk factors used by the markets through analysis of investment research
The Growing Demand for Sustainable, Responsible, Impact Investing Strategies
Speaker Information
Danielle Burns  [ view bio ]
Individual topic purchase: Selected
Financial Planning Association
CFP CE: 1.00
This course is no longer available for purchase.