Putting ESG Investment Ideas to Work in Advisor Portfolios - NAPFA and CFP Credit
Heidi Ridley & Kathryn McDonald
Non-Member: $69.00Your price
Recent years have seen a dramatic increase in interest in 'sustainable' and 'ESG' investing. While some advisors are ahead of the curve, many are just now grappling with how to evaluate ESG strategies, how to access ESG investment ideas on behalf of their clients, and even how to make sense of the 'alphabet soup' of acronyms that dominate the space. This webinar provides a helpful background on ESG investing, ways to talk to clients about how ESG may (or may not!) dovetail with their investment beliefs and offers examples of reporting that focuses on connecting ESG ideas with tangible outcomes.
• Differentiate between values-led investing and ESG investing
• Understand the benefits and the shortcomings of ESG 'scores'
• Obtain a framework for having initial conversations with clients about ESG and values-led investing
Heidi is the co-founder of Radiant ESG, a consulting firm that advises on approaches to ESG investing and programs that promote diversity and inclusion with an emphasis on culture. Most recently, she was the CEO of Rosenberg Equities, a $20bn pioneer in systematic investing. Under her leadership, Rosenberg became the first fully ESG integrated quantitative manager. Heidi is a member of the Advisory Council for the Center for Equity Gender and Leadership at the HAAS School of Business, a champion of ESG investing and an advocate for diversity and inclusion, forwarding the dialogue through speaking engagements worldwide.
Kathryn McDonald is the co-founder of Radiant ESG, a consulting firm that advises on approaches to ESG investing and programs that promote diversity and inclusion with an emphasis on culture. Prior to Radiant ESG, she was Head of Sustainable Investing at Rosenberg Equities, overseeing the integration of ESG information in Rosenberg’s investment process and leading the firm’s ESG and impact research effort. Kathryn is the founder of Aquanos Collective, a company dedicated to the exploration of innovation in water infrastructure and technology, and a member of the Board for the Responsible Investment Association of Australasia (RIAA).
1 NAPFA CE in C - Investments will be posted in your NAPFA CE record after successful completion of the associated quiz. In addition, NAPFA will upload your self-study credit to the CFP Board of Standards within 2 weeks.
This is a recorded webinar from April 26, 2021.
After purchase, you may access your recorded course under the My Webinars link on your My Account page of the NAPFA website for the next 90 days.