WEBCASTS
Sustainable Alpha: How Thematic Investing Seeks to Deliver Dual Impact
Over the past few years, the bar has been raised in ESG investing. No longer do ESG investments merely seek to limit portfolio exposure to controversial stocks or sectors. Today’s leading-edge ESG investments seek to provide portfolio outperformance while also making concrete, measurable impacts for the greater social and/or environmental good.
In this upcoming webcast, join IndexIQ and ETF Trends as they discuss how investors can look to achieve “sustainable alpha”—that is, portfolio outperformance through the use of impact investments aligned to the U.N.’s Sustainable Development Goals.
SUMMARY
Dave Nadig, CIO of ETF Trends and ETF Database, will moderate a discussion on:
- A brief survey of the sustainable investing landscape
- How to quantify and measure success for impact investments
- Best practices for portfolio implementation of impact investments
- A survey of new “dual impact” investments that seek to do good for the planet and portfolios
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
Wendy Wong
Head of Sustainable Investment PartnershipsNew York Life Investments
Keith Dixson
Head of International Business DevelopmentCANDRIAM, a New York Life Investments company
Dave Nadig
CIO, Director of ResearchETF Trends and ETF Database
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Important Disclosures
Please ask your clients to consider the investment objectives, risks, charges and expenses of the investment company carefully before investing. The prospectus and, if available, the summary prospectus, contain this and other information about the fund and can be obtained by contacting you, the financial professional. Instruct your clients to read the prospectus or summary prospectus carefully before investing.
This presentation is intended to be educational and informative in nature and is subject to change. It is not intended to be a forecast of future events or a guarantee of future results. This information should not be relied upon by the reader as research or investment advice regarding any funds or any particular issuer/security or strategy.
The views expressed herein are from Dave Nadig of ETF Trends/ETF Database, and do not necessarily reflect the views of New York Life Investment Management LLC or its affiliates. Dave Nadig, nor ETF Trends/ETF Database, are affiliated with New York Life Insurance Company or its subsidiaries.
This seminar is for informational purposes only. The guest speakers appearing at this seminar are solely responsible for the content of their presentations, which may not necessarily represent the opinions of New York Life Insurance Company or its subsidiaries.
IndexIQ® is an indirect wholly owned subsidiary of New York Life Investment Management Holdings LLC and serves as the advisor to the IndexIQ ETFs. ALPS Distributors, Inc. (ALPS) is the principal underwriter of the ETFs. NYLIFE Distributors LLC is a distributor of the ETFs. NYLIFE Distributors LLC is located at 30 Hudson Street, Jersey City, NJ 07302. ALPS Distributors, Inc. is not affiliated with NYLIFE Distributors LLC. NYLIFE Distributors LLC is a Member FINRA/SIPC.
“New York Life Investments” is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company.
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