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The What, Why, and How of Adding an Impact Investing Solution to an Advisory Practice

  • Online United States (map)

Sonya Dreizler, a former financial services CEO and impact investing expert will discuss the importance of impact investing in client portfolios and client relationships. She will cover an overview of the definitions of Impact, ESG, SRI, and Sustainable Investing. We'll discuss the importance of incorporating ESG considerations and impact opportunities into investment evaluation, and how to strengthen your relationships with clients by incorporating impact investing. The session will include time for Q&A, and Sonya will share practical tips and resources to use in your practice immediately.