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Event Date | Tue Jun 19 EDT (over 6 years ago) |
Location |
Union League Club
65 West Jackson Boulevard, Chicago |
Region | Americas |
FCS Chicago will stage a luncheon panel on "Impact Marketing for Impact Investing: How Financial Communicators Are Explaining the Value of Socially Responsible Investing."
Join us on Tuesday, June 19 at the Union League Club of Chicago, as our panel of marketing, sales and investing executives discuss the rise of impacting investing -- and the challenges it poses for financial marketers.
For investors, the line between "doing well" and "doing good" has blurred. Whether through impact investing, socially responsible investing, or incorporating environmental, social, and governance (ESG) factors, asset management firms are increasingly serving investors who define ROI by broader, more humanitarian terms.
This shift has created new opportunities—and challenges—for financial communicators as they look to articulate their firm's approach to socially responsible investing. Featuring marketing practitioners from across the asset management industry, this luncheon discussion will look at how firms are educating investors about the various approaches to socially responsible investing, and how these communications align with the firm's larger branding efforts.
2018 Speakers
Blake Pontius
Global Equity Portfolio Specialist, William Blair
Elizabeth Pultz
Marketing, Retirement & Investment Services, Aon
Colin Rennich
CFAPanelist, Director of Sales, Appleseed Capital
Scott Wentworth
Founder and Head Financial Writer, Wentworth Financial Communications
2018 Sponsors
• Dow Jones
• Investor Business Daily
• Seeking Alpha
• McGuffin Creative Group