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Investing for Prosperity and Posterity: Building an ESG Retirement Portfolio - Russell Wild

Many seniors are desiring, and some demanding, that their portfolios not only perform well, but do good.  

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.

In "Investing for Prosperity and Posterity: Building an ESG Retirement Portfolio" by Russell Wild you will:

  1. Discover the true nature of ESG investing and how it is commonly misunderstood;
  2. Ascertain whether ESG is a methodology or an ideology;
  3. Review the track record of ESG investing, and its implications for the future;
  4. Learn how to add ESG criteria to an existing portfolio, or how to build an ESG portfolio from scratch.
  5. Understand the swirling controversies around ESG and the possible hidden agendas behind them. 

Your presenter is Russell Wild, MA, Global Portfolios.

Russell Wild

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

1 hr CFP®, CRC®, and other CE Credit Reporting

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. 

Overall Rating: 4.6 / 5

The $29 fee is waived for all 90 Days – $125 and 365 Days – $250 subscriptions. Subscribers have ALL ACCESS to this and 50+ other live, rebroadcast, and on-demand courses at no extra fee!

Retirement Resource Center Risk Free Guarantee

Your satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied notify us within 30 days of your purchase to receive a full refund of your fee, less any CFP® CE reporting fee for the course that was filed prior to cancellation.


Investing for Prosperity and Posterity: Building an ESG Retirement Portfolio - Russell Wild


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