The 2024 Invest4Impact Symposium is now available for viewing on demand. Over 80% of advisors attending the live event rated it as four or five stars.
Approximately half of advisors note that at least 6% of their clients are asking about impact investing, while over 10% of advisors replied that at least 25% of their clients have queries on this topic.
The key areas of interest to advisors include making investments with positive impacts on women, water, alternative energy, and improving the environment.
Which areas of impact investing are of interest to you? (Please select all that apply)
Total Responders: 153
Advisors also express an interest in performing due diligence on impact investing strategies. Perhaps the key advisor concern regarding impact investments is evaluating performance and understanding and benchmarking whether investments can make a positive impact while also earning competitive risk-adjusted financial returns.
Advisors also note that investments in private markets are more likely to have an impact, as divesting shares in public companies simply transfers ownership to another investor without reducing the capital available to the company.
Registration is now open for on demand viewing of the 2024 Invest4Impact Symposium.
This complimentary online event provides 3 CE credits.
Topics covered during this event include:
- Sustainable Investing and Generational Wealth
- Environmental Value & Water Investing
- Investing for Impact in Donor Advised Funds
- Supporting Small Business Through Impact Investing
- Core Bonds and the Transition Economy
- Energy Transition: The Biggest Macro Theme of Our Lifetime
Accepted for 3 CFP® / IWI / CFA CE Credits