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.
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.
Sean EdkinsHead of ETF Sales and Strategic Partnerships
Gerold Koch, CFAProduct Development ESG and Index Investing
Robert G. SmithPresident and Chief Investment Officer, Principal