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.
Level of Complexity: Intermediate
November 05, 2019
Financial Planning Association
CFP CE: 0.50
FPA Member Price:$29.00