Many advisors have yet to take the plunge into Responsible Investing (RI). They see the RI label, and fear client portfolio performance will suffer for the sake of impact. Strip away that label, and advisors immediately see the financial value of planning for sustainability and avoiding companies exposed to negative events such as fraud, ethics violations and environmental catastrophes.
In this webcast, Nuveen and ETF Trends will discuss the evolution of RI and where advisors can implement ESG strategies in diversified client portfolios.
Join Tom Lydon, Editor and Publisher of ETF Trends, as he moderates a discussion on:
- Evolution and expansion of ESG investing over the last 30 years
- Dispelling the myths of ESG
- Nuveen’s approach and methodology to ESG investment
- How financial advisors can incorporate an ESG investment strategy into a diversified portfolio
Accepted for one hour of CFP/CIMA CE credit for live and on-demand attendees
CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.