Description

Values-aligned investing goes by many names. Sometimes it is referred to as Socially Responsible Investing (SRI). More recently it is referred to as ESG (environmental, social governance). The field of values-aligned investing also incorporates faith-based approaches.

Bill Davis will explain each of these approaches, their origins, and how they are different. In particular, we will focus on ESG, which along with the advent of greater transparency by public corporations, and strong performance has gained traction among retail and institutional investors. Given expected generational wealth transfers to Millennial and Gen Z investors, values-aligned investing is expected to grow significantly in the years ahead. This represents a both a threat and an opportunity to asset management firms, regardless of asset class.

Approved for 1 CFP® CE credit and 1 CMT CE Credit