WEBCASTS

ESG Risks: What Today’s Advisor Needs To Know

As a financial advisor, what’s your positioning for ESG allocation for your clients? The current crop of funds aren’t just about appealing to one’s conscience; the data clearly show that there are concrete ESG-related risks that may hurt some companies while benefiting others. With so many clients asking for ESG strategies, advisors sometimes overlook these possibilities.

In this webcast, join ETF Trends and American Century’s Joe Reiland and Rene Casis for a deep dive discussion of the ESG factors that could impact your clients’ portfolios.

March 8, 2022

11am PT | 2pm ET

Unavailable

SUMMARY

Lara Crigger, Managing Editor of ETF Trends and ETF Database, will moderate a discussion on:

Why ESG analysis plays an increasingly critical role in portfolio construction
Why a portfolio focused on ESG leaders can both do well and do good
How the tax-efficiency of the ETF structure can help reduce your overall tax bill

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.

SPEAKERS

Joe Reiland, CFA

Vice President, Senior Portfolio Manager
American Century Investments

Rene Casis

Head of ETF Portfolio Management
American Century Investments

Lara Crigger

Managing Editor
ETF Trends and ETF Database

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Important Disclosures

The vast majority of American Century’s investment strategies are subject to the incorporation of ESG factors into the investment process employed by each strategy’s portfolio managers. When portfolio managers incorporate Environmental, Social and Governance (ESG) factors into an investment strategy, they consider those issues in conjunction with traditional financial analysis. When selecting investments, portfolio managers incorporate ESG factors into the portfolio’s existing asset class, time horizon, and objectives. Therefore, ESG factors may limit the investment opportunities available, and the portfolio may perform differently than those that do not incorporate ESG factors. Portfolio managers have ultimate discretion in how ESG issues may impact a portfolio’s holdings, and depending on their analysis, investment decisions may not be affected by ESG factors.

Investment return and principal value of security investments will fluctuate. The value at the time of redemption may be more or less than the original cost. Past performance is no guarantee of future results.

American Century Investments, ETF Trends and ETFdb.com are not affiliated investment companies.

For Financial Professional Use Only / Not for distribution to the public.