WEBCASTS

How to Better Understand ESG Investing for Your Clients

There is no shortage of acronyms when it comes to responsible investing. To help investors better understand ESG investments, Nuveen and ETF Trends will discuss why responsible investing matters to the investment process and how it can be used within client portfolios. Join this upcoming webcast to stay connected to the current ESG market and trends.

June 20, 2019
11am PST | 2pm EST
1 CE Credit
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SUMMARY

Tom Lydon, CEO of ETF Trends, moderates the discussion on:

  • Overview of responsible investing and how it has evolved over the years
  • Clarify and define responsible investing
  • Best practices for due diligence on ESG-branded strategies
  • How financial advisors can implement a responsible investing strategy to diversify an investment portfolio

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

Jordan Farris

Managing Director, Head of ETF Product Development
Nuveen

Manica Piputbundit

Senior Director, Responsible Investing
Nuveen

Tom Lydon

CEO
ETF Trends

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