Celebrating Earth Day 2018: 5 Ideas to Help Your Clients Implement Environmentally-Conscious Investment Strategies
The rapid growth of impact investing suggests more investors are seeking to align their investment dollars with their values. Understanding your clients’ values and guiding them to making investment decisions reflective of those values can be key to deepening your client relationships.
This 30 minute webinar replay will teach you how to:
- Start the impact conversation with your clients
- Utilize portfolios that incorporate environmental scores in security selection
- Strategically use environmental ETFs in your portfolio construction
- Use an Overlay to screen out Fossil Fuel exposure
- Direct investments toward environmental securities, e.g. green bonds, renewable energy companies
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