Investment products advertising an environmental, social and governance (ESG) or socially responsible investment (SRI) mandate have attracted a flood of assets over the last several years. ESG/SRI investing offers the promise to do good and do well. In this discussion-based session, Robert Huebscher and William Droms will present both sides of the argument, focusing on whether that promise has been and can be fulfilled, and what guidance advisors should offer to their clients with respect to ESG/SRI investing.

Learning Objectives

  • Compare the performance records of ESG/SRI funds in the proper context.
  • Assess whether ESG/SRI funds have and are likely to fulfill their stated mandates.
  • Determine whether ESG/SRI investing is appropriate for individual clients.
     

Level of Complexity: Intermediate

Course Information
Course Date:
November 05, 2019
FPA Annual Conference 2019: Evaluating the Costs and Benefits of ESG Investing
Speaker Information
William Droms, CFA  [ view bio ]
Robert Huebscher  [ view bio ]
Individual topic purchase: Selected
Financial Planning Association
CFP CE: 0.50
Products
Streaming
FPA Member Price:$29.00
Non-Member Price:$49.00