As of 2016, there were $8.7 trillion in professionally managed sustainable portfolios, representing a 33% two year growth. ESG investing is clearly on the rise. This event is designed to align advisor practices with the rapidly growing ESG landscape, and will focus on the following:
ESG Marketing and Client Acquisition – How to brand yourself as an ESG expert and attract clients interested in ESG to your practice.
ESG Data – Exploring whether ESG integration adds alpha and/or reduces risk in portfolio design.
RIA Perspectives on ESG Investing – An opportunity to learn from large RIA’s that are successfully incorporating ESG strategies into their investment process and business models.