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Fundamentals of Sustainable and Impact Investment (US SIF)

  • MSCI 101 California Street, Suite 910 San Francisco, CA 94111 (map)

Sonya will be teaching module 4 of the The US SIF Foundation's course, Fundamentals of Sustainable and Impact Investment.

Completion of the course results in a certificate, a better understanding of this rapidly growing industry, and qualifies for continuing education credits (3 hours for CFP® Board, CIMA®, CIMC® and CPWA®) Modules are as follows:

Module I: An Overview of Sustainable, Responsible, and Impact Investing

  • Introduction to SRI

  • Strategies for application of SRI

  • Growth Trends in SRI


Module II: Approaches to ESG, SRI Portfolio Construction Considerations and Shareowner Advocacy

  • Asset class mix and weighting, ESG analysis

  • Selecting public equity, fixed income, cash, alternative investments and community investments for an SRI portfolio

  • Active shareowner strategies


Module III: Performance Studies, Fiduciary Standards, and Global Trends

  • Financial performance studies and meta-studies

  • ERISA and fiduciary duty

  • Trending topics and issues


Module IV: Communicating your SRI Expertise with Clients

  • The value of adding SRI to your practice

  • Addressing perceptions of SRI

  • Working with clients and building a client base

For additional details and to register, click here.

Earlier Event: November 1
The Next Generation of SRI Leadership