Title: Dipping Your Toe into the ESG Waters
Date: Thursday, September 21, 2017
Time: 02:00 PM Eastern Daylight Time
Duration: 1 hour
FlexShares and ETF Trends will explore central trends in adopting ESG and key macro-economic and market drivers of ESG investing. Many advisors and investors are concerned about fully implementing their values within portfolios, but there may be a more appealing way to start down the ESG path.
Join FlexShares and ETF Trends as they take a look at the ESG industry and discuss:
- A framework for understanding ESG as a core investment strategy
- Generational and gender differences within ESG investing
- The potential impact of a core ESG investment strategy on portfolio volatility
- How financial advisors can incorporate ESG into a diversified core portfolio
Accepted for one hour of CFP/CIMA CE credit for live and on-demand attendees
ETF Trends is registered with CFA Institute as an Approved Provider of continuing education programs for CFA members (For live webcast only)
Senior Vice President and Senior Investment Strategist
Editor and Publisher
For financial professional use only. Not for use with the investing public.
Before investing, carefully consider the FlexShares investment objectives, risks, charges and expenses. This and other information is in the prospectus and a summary prospectus, copies of which may be obtained by visiting www.flexshares.com. Read the prospectus carefully before you invest. Foreside Fund Services, LLC, distributor.
An investment in FlexShares is subject to numerous risks, including possible loss of principal. Fund returns may not match the return of the respective indexes. The Funds are subject to the following principal risks: asset class; commodity; concentration; counterparty; currency; derivatives; dividend; emerging markets; equity securities; fluctuation of yield; foreign securities; geographic; income; industry concentration; inflation-protected securities; infrastructure-related companies; interest rate / maturity risk; issuer; large cap; management; market; market trading; mid cap stock; MLP; momentum; natural resources; new funds; non-diversification; passive investment; privatization; small cap stock; tracking error; value investing; and volatility risk. A full description of risks is in the prospectus.
FlexShares STOXX® US ESG Impact Index Fund (ESG) and the FlexShares STOXX® Global ESG Impact Index Fund (ESGG) are passively managed and use a representative sampling strategy to track their underlying index respectively. Use of a representative sampling strategy creates tracking risk where the Fund’s performance could vary substantially from the performance of the underlying index. The Funds are subject to environmental, social and governance (ESG) Investment Risk, which is the risk that because the methodology of the Underlying Indices selects and assigns weights to securities of issuers for non-financial reasons, the Funds may underperform the broader equity market or other funds that do not utilize ESG criteria when selecting investments. The Funds are also at increased risk of industry concentration, where it may be more than 25% invested in the assets of a single industry. For ESGG, investments in foreign market securities involve certain risks such as currency volatility, political and social instability and reduced market liquidity. The Funds may also invest in derivative instruments. Changes in the value of the derivative may not correlate with the underlying asset, rate or index and the Funds could lose more than the principal amount invested.
The STOXX® USA ESG Impact Index and the STOXX® Global ESG Impact Index are the intellectual property (including registered trademarks) of STOXX® Limited, Zurich, Switzerland and/or its licensors ("Licensors"), which is used under license. The securities based on the Index are in no way sponsored, endorsed, sold or promoted by STOXX® and its Licensors and neither of the Licensors shall have any liability with respect thereto.