WEBCASTS

Invest with Impact: The Importance of Transparency in a Portfolio

Increasingly, research shows that transparent companies can be effective impact investments. We believe transparent companies, by opening their books and holding themselves accountable to investors, ultimately engage in fewer business controversies and environmental violations that significantly impact portfolio returns.
 
In this upcoming webcast, join Transparency Invest, ARK Invest, and ETF Trends as we discuss the investment case for transparent companies for investors searching for growth opportunities.

December 9, 2021
9am PT | 12pm ET
Unavailable
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SUMMARY

Dave Nadig, Director of Reserach at ETF Trends and ETF Database, will moderate a discussion on:

  • Impact investing from the top down
  • Why investors should care about transparency
  • How to measure the level of transparency throughout an organization
  • How to incorporate transparent company exposure to enhance a diversified investment portfolio?

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

Thomas Hartmann-Boyce, CFA

Client Portfolio Manager
ARK Invest

Paul A. Pagnato

Chairman, Transparency Invest™
Co-Chairman, Cresset

Dave Nadig

CIO, Director of Research
ETF Trends and ETF Database

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Investing involves risks and principal loss is possible.  Companies that the Adviser believes are capitalizing on disruptive innovation and developing technologies to displace older technologies or create new markets may not in fact do so. Companies that initially develop a novel technology may not be able to capitalize on the technology. Companies that develop disruptive technologies may face political or legal attacks from competitors, industry groups or local and national governments. These companies may also be exposed to risks applicable to sectors other than the disruptive innovation theme for which they are chosen, and the securities issued by these companies may underperform the securities of other companies that are primarily focused on a particular theme.
 
Investors should carefully consider the investment objectives and risks as well as charges and expenses of an ARK ETF before investing. Investing involves risk including possible loss of principal. This and other information are contained in the ARK ETFs’ prospectuses and SAI, which may be obtained by going to www.ark-funds.com. The prospectus and SAI should be read carefully before investing. 
 
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