WEBCASTS

Sustainable Strategies to Add to Portfolios in 2020

Socially responsible investments that incorporate environmental, social and governance principles are more than just a gimmicky theme to help conscientious investors feel good about their investment decisions. In this upcoming webcast, DWS and ETF Trends will look to the diversification benefits of socially responsible investments and how financial advisors can enhance a core portfolio position through ESG strategies.

February 19, 2020
11am PST | 2pm EST
1 CE Credit
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SUMMARY

Join Tom Lydon, CEO of ETF Trends as he moderates a discussion on:

  • Socially responsible investments, with a particular focus on environmental, social and governance aspects
  • Global trends that continue to support the ESG theme
  • Why ESG investing is not just for environmentalists and how it can help enhance a core position
  • Highlight how Sage Advisory uses ESG ETFs 

Pending acceptance 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

Sean Edkins

Head of ETF Sales and Strategic Partnerships
DWS

Gerold Koch, CFA

Product Development ESG and Index Investing
DWS

Robert G. Smith

President and Chief Investment Officer, Principal
Sage Advisory

Tom Lydon

CEO
ETF Trends

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