Event

    Recorded Event
    CE Credit

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    Webinar by Envestnet (1 hr)

    CFP
    CIMA
    Invest with IMPACT

    Recent years have seen an explosion of investment products marketed to appeal to investors’ desire to align their financial decisions with their core beliefs and values. This additional choice in solutions has also added complexity as investors attempt to navigate this new world. Invest with Impact will seek to add some clarity to the often-misunderstood world of Impact Investing. This panel will help to provide advisors with a broad understanding of Impact Investing, some common issues encountered, and how impact investing can help drive desirable real world outcomes without sacrificing client returns.

    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 eventsteam@envestnet.com 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. 

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    SPEAKERS

    Greg Richards
    AVP, Senior Investment Analyst, Envestnet

    Mary Jane McQuillen
    Portfolio Manager, Head of the ESG Investment Program at ClearBridge Investments.

    Michael Lewis
    Head of Sustainable Finance Research, DWS Group

    Katherine Collins
    Head of Sustainable Investing, Putnam Investments