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Investing in People, the Planet, and Profits: Leaning into ESG

Session Speakers
Session Description

Why Attend
Be informed about socially responsible investing, ready to answer client questions, and prepared to grow your practice in environmental, social, and governance (ESG) investments.

Session Details
ESG is gaining a lot of attention in investing for reasons that move it far beyond a feel-good investing trend. The Gabelli ESG Investing Team, which has a nearly 30-year track record in socially responsible investing, will explain why ESG investing is accelerating, why it matters now to financial advisors, and how it may help generate alpha for investors. Walk through a case study of how ESG factors are analyzed in fundamental stock analysis, and gain tips for using ESG to get to know your clients better, strengthen client relationships, and add value to your offerings. Advisors will learn:

  • Why individuals and institutions are converging around ESG
  • Why some CEOs want to “lean in” to ESG
  • How ESG data tools have advanced
  • How to understand and talk about ESG with clients
  • How to target clients to capture the demand and interest

Additional Information
CPE-1.5 hrs, CIMA-1.5 hrs, CE-1.5 hrs
1h 15m
Sponsored By

Booth: 1512
Session Schedule