ESG and impact investing is one of the fastest growing areas of the professionally managed money universe and increasingly on the minds of individual investors as they strive to align their portfolios with their values. Today, advisors have access to a wide range of strategies across the spectrum of impact investing, from values alignment (negative screening) to ESG integration to thematic investments that target positive social and environmental outcomes. In this session, you'll learn more about best practices in building portfolios that address your client’s core values.
If you are interested in earning continuing education credits for CFP® or CIMA®, please click on the survey link below. Envestnet will be sending session reports to both CFP and CIMA on a monthly basis. Please reach out to firstname.lastname@example.org if you have any questions.
This session is currently available for 1.0 CFP® credit.
This session is currently available for 1.0 CIMA® credit.