WEBCASTS

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.

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:

  • 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.

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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