CIMA^®, CPWA^®, CIMC^®, and RMA℠ Eligible

Duration: 1 Hour

Option 1: Thursday, April 8^th at 3:00pm ET

This session will be interactive with the speaker calling on participants to engage in the discussion.

Course Description

Impact and ESG investing has skyrocketed in popularity with investors worldwide. But many people don't realize how wide-ranging these disciplines have become. Twenty years ago it was stock or occasionally other portfolios which screened companies in or out based on their social investing characteristics. Today, ESG and social-impact oriented strategies include new products and asset classes, influencing corporate governance through shareholder activism, Corporate Social Responsibility, Donor-Advised Funds, and bold for-profit approaches to helping the poor in the developing world. This session provides an overview of the most important ESG and impact-investing concepts and styles and a look at whether investment return need be sacrificed for social benefit. It offers a high-level view of the products and strategies now permeating not only institutional, but retail investing as well.