Now On Demand | Virtual Event | 3 CFP / CIMA / CFA CE Credits


Designed exclusively for financial advisors, Invest4Impact will showcase current investment strategies, educational content and research from investment managers and ESG industry thought leaders.

Designed exclusively for financial advisors, Invest4Impact will showcase current investment strategies, educational content and research from investment managers and ESG industry thought leaders.

e.

environmental

s.

social

g.

governance

Invest4Impact Agenda

Now On Demand - Accepted for 3 CFP/CIMA/CFA CE Hours

12:30pm-1pm EST
Gender Lens Investing

Gender Lens Investing is experiencing dramatic growth as more investors learn about the results associated with investing in women. Women are still underrepresented on boards and in management --- yet research shows that companies actually perform better when more women are in leadership roles. This session will cover:

  • - The research supporting Gender Lens Investing
  • - How to identify and invest in companies that advance women’s leadership
  • - Examples of companies that have found success embracing gender diversity
  • - The impact of shareholder engagement on gender issues such as board diversity and the pay gap
1pm-2pm EST
Viewing Sustainability Objectives through a Portfolio Construction Lens - 1 CE Credit

Global sustainable investing assets exceed $20 trillion*. Growth continues to be fueled by demographic shifts and new investment options but questions around where (and how) these strategies fit into investor portfolios still remain. This session will take a practical look at fulfilling sustainable investing objectives through a traditional portfolio construction lens by providing insights on:

  • - The spectrum of investment options that exist today and where the industry still has gaps
  • - How to map sustainable investing strategies to your clients existing portfolio exposures
  • - Using “ESG” as an additional equity factor to uncover new investment opportunities
2pm-3pm EST
Generating Sustainable Profits For Global Investors - 1 CE Credit

Research demonstrates that sustainability factors not only affect asset prices, but when harnessed appropriately, can help construct portfolios that outperform the broader equity markets. In Asia, specifically, the scale of ESG challenges has inspired great creativity and innovation in the region. This new wave of “capitalism at its best” continues to drive new minds, new ideas and new profits into the world of ESG investing. In this session, experts will discuss:

  • - Sustainable technology, infrastructure and energy innovations
  • - Implementing sustainability factors in client portfolios
  • - Impact measurement and performance
  • - Challenges & opportunities presented by Asia’s growth
  • - Asia’s leadership role in sustainability
  • - Dynamic companies in Asia making an impact
3pm-4pm EST
An ESG Approach To Risk Analysis - 1 CE Credit

Fundamental equity standards are increasingly becoming benchmarked to ESG criteria. Comprehensive ESG bond research may also provide insight to various risks or undervalued investment opportunities. In this session, experts will discuss:

  • - Understanding ESG equity and fixed income rating factors
  • - Driving income with a better risk/reward equation
  • - Assessing ESG sustainability ratings
  • - Integrating ESG into your advisory practice

Speakers

Christina Alfandary

Managing Director

Gabelli Asset Management

Bruno Bertocci

Senior Portfolio Manager, Managing Director

UBS

Kelly Coyne

VP, Global Women’s Strategies

Pax Ellevate Management

Khurram Gillani

Vice President, Portfolio Manager

Breckinridge Capital Advisors

Joe Keefe

President & CEO

Impax Asset Management/Pax World Funds

Emily Lawrence

Senior Product Specialist, Sustainable Investing

Northern Trust Asset Management

Mamadou Sarr

Director of Product Development & Sustainable Investing

Northern Trust Asset Management

Vivek Tanneeru

Portfolio Manager

Matthews Asia

Register

This is an online event, and registration is free for financial advisors.
Now On Demand - Accepted for 3 CFP/CIMA/CFA CE Hours
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Sponsors


Producers

RIA Channel® provides investment manager research, thought leadership, market commentary and investment news to the financial advisor community. RIA Channel reaches an audience of over 350,000 financial advisors.

To find out more, visit RIAChannel.com.

RIA Database® provides financial software and comprehensive profiles on RIAs, Bank/Trust Institutions, Registered Reps, Broker/Dealers and Family Offices. RIA Database services more than 400 financial institutions world-wide.

To find out more, visit RIADatabase.com.

Invest4Impact Survey Drawing Winner:
Ashley McHarrie