While 85% of investors want to align their investments with their values (Morgan Stanley). 10% of investors actually do (CFA Institute).
Values-aligned investing presents a tremendous opportunity to build relationships and grow assets, and advisors that can't serve their clients' needs risk getting left behind.
We will discuss how to initiate values-based conversations with your clients and how to avoid common pitfalls advisors must avoid. We will also highlight how to utilize values-aligned investing for practice differentiation and how to use it as a form of prospecting for new clients.
Topics we will cover:
Understand the differences between Values Investing, ESG Investing, Impact Investing, and more
Why Greenwashing is dangerous and steps to avoid it
What tools can help you analyze and report on your portfolio’s values-alignment
How to discover a client's values-based preferences, build values-aligned portfolios, and demonstrate their impact
Examine the future of ESG investing with growing regulations coming from the SEC
Speaker:
Patrick ReedCEOYourStake
Patrick published one of the first academic papers on Green
Bonds in the Journal of Investing, and was named 30 under
30 in Socially Responsible Investing.
He previously worked in renewable energy and sustainable
finance for firms including Solar Mosaic and Restituo
Advisors. While earning a dual degree in Econometrics and
Environmental Studies at Yale, Patrick conducted his thesis
on climate-economic modeling under Nobel-prize winning
Nordhaus and led Yale’s fossil fuel divestment movement.
