Strategies for Sustainable Portfolio Construction
Socially responsible investments are more than just a feel-good theme. They provide investors with exposure to environmental, social and governance principles that could enhance a portfolio without sacrificing returns. In this upcoming webcast, DWS, 3D Asset Management, Horizon Investments and ETF Trends will outline ways for financial advisors to fine tune selections and diversify with a sustainable portfolio design.
Topics will include:
- What is ESG investing?
- How an ESG-centric portfolio has done against the broader markets
- In-depth analysis on ESG fund strategies
- The importance of ESG and where it fits in a diversified 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.
Benjamin LavineChief Investment Officer
3D Asset Management
Austin Fitch, CFASenior Analyst
Scott LadnerChief Investment Officer
Sean EdkinsHead of ETF Sales and Strategic Partnerships