ESG Investing: How to Support Clients in Socially Responsible Investing 2021 | American Bankers Association (ABA) | 18 November 2021 | Webinar
Venue
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| Event Date | Thu Nov 18 EST (about 3 years ago) |
| Location | Webinar |
| Region | Americas |
Details
Discussion Highlights:
• Describe the history of SRI and its growing importance
• Identify strategies to utilize environmental, social, and governance (ESG) factors in investing
• Communicate effectively with clients on SRI strategies
• Identify strategies to combat greenwashing and establish SRI credibility
Audience:
Wealth Management Advisors, Wealth Managers, Trust and Fiduciary Advisors, Trust Officers, Estate Planners, Trust Counsel, Trust Department Managers, Private Bankers, Trust Tax Professionals, Portfolio Managers and Financial Planners
Speakers
2021 Speakers
Terry Thornton
Vice President: ESG Education, Moody’s: ESG Solutions
Lloyd Kurtz
Senior Portfolio Manager, Wells Fargo Wealth and Investment Management and Visiting Scholar, Northwestern University - Kellogg School of Management