They want to invest with companies that are helping to create a cleaner, safer, more just world.
As a result, many investment advisors have been left scratching their heads as to how they can optimize return, minimize risk, and still have a portfolio reflect a retiree’s values. It’s not as hard as it first looks. ESG (Environment, Social and Governance) criteria offers a set of tools to help create the optimal portfolio for both prosperity and posterity. Understand these ESG tools, and you can’t help but become a stronger advocate for your retired clients.
Russell Wild, MBA,s the author of Bond Investing for Dummies, Exchange-Traded Funds for Dummies, and Index Investing for Dummies. He is the principal of Global Portfolios, a fee-only investment advisory firm based in Philadelphia, Pennsylvania. For many years, he has researched the world of sustainable investing, and has used ESG criteria to build solid client portfolios.
Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center
We will report your CFP® and/or CRC® credit (no additional reporting fee) checkout. After purchase you will receive an email with a token. Please redeem token to take this course. You will receive another email explaining where to enter your CFP® and/or CRC® IDs You are responsible for reporting all other certifications for CE credit.
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