Description
This presentation delves into the importance of aligning investment portfolios with the core values of institutions, individuals, and families. In today’s investing landscape, financial advisors must go beyond traditional metrics of success and help clients incorporate values-based strategies. By understanding ESG (Environmental, Social, and Governance) principles, financial professionals can assist their clients in evaluating how investments align with personal or organizational missions while generating positive financial and social returns. This session covers client engagement, portfolio alignment, ESG integration and best practices—equipping financial advisors with actionable steps to deliver on their clients’ financial and impact goals.
Learning Objectives
1. Understand the changing landscape of investment management and the growing demand for values-based investing.
2. Learn the fundamentals of values-based investing and how ESG principles can enhance client outcomes.
3. Explore strategies for incorporating values-based investing into client process