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Integrating Responsible Investing into Client Portfolios

Session Speakers
Session Description

Why Attend
Delve into the current investor demand for responsible investing and learn how to capture new assets with RI investment strategies.

Session Details
Investor interest in responsible investing has ballooned in recent years, especially among women and millennials, two traditionally hard-to-reach segments for advisors. Gain a thorough understanding of today’s variety of sustainable strategies, portfolios, investments, and styles so that you’re prepared to intelligently discuss RI with your clients. Learn how to:

  • Understand the fundamentals of responsible investing
  • Deconstruct the myths and implementation hurdles of RI strategies
  • Recognize the growing demand, expand your knowledge of RI, and market your expertise
  • Identify socially responsible investors
  • Integrate RI strategies into client portfolios

Additional Information
CIMA-1 hr, CPE-1 hr, CE-1 hr
Education Session
1h
Session Schedule