A Skeptical Investor’s ESG Due Diligence Toolbox
Whether you're a believer or a skeptic, 2020 was a breakout year for ETFs focused on Environmental, Social and Governance issues, and our surveys of advisors suggest the steady drumbeat of questions from clients isn’t quieting down any time soon. But how do you make sure the products you present for your clients are truly the best-in-breed in this fast growing and ever changing corner of the market. In this upcoming one hour webinar, the experts at State Street Global Advisors and ETF Trends talk about the state of the art in ESG, and how 2021 markets will require a vigorous due diligence process for ESG interested investors.
Topics will include:
- The growth in ESG interest – and lessons from 2020
- ESG integration: Developing the right approach for your business
- Best practices for due diligence
- ESG measurement and reporting
NOT 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.
Suzanne SmetanaHead of ESG Investment Integration
State Street Global Advisors
Brie WilliamsHead of Practice Management
State Street Global Advisors
Nicolai LundyDirector of Partnerships and Market Outreach
Sustainability Accounting Standards Board (SASB)
For Investment Professional Use Only.
Investing involves risk including the risk of loss of principal.
The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies or investment horizon. You should consult your financial advisor.
ETFs trade like stocks, are subject to investment risk, fluctuate in market value and may trade at prices above or below the ETFs’ net asset value. Brokerage commissions and ETF expenses will reduce returns.
ESG considerations may cause a fund to make different investment decisions than funds that do not incorporate such considerations in their strategy or investment processes. This could cause the Fund’s investment performance to be worse than funds that do not incorporate such considerations. ESG considerations also may affect a fund’s exposure to certain sectors and/ or types of investments, and may adversely impact the Fund’s performance depending on whether such sectors or investments are in or out of favor in the market.
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Not FDIC Insured – No Bank Guarantee – May Lose Value
Exp. Date: 12/31/2021