The rising popularity of socially screened investment products is nothing short of astounding. In fact, in 2016, socially responsible investments accounted for one out of every five dollars under professional management in the United States. Yet despite this growing popularity, many institutional financial advisers are finding themselves ill-equipped to handle the very specific demands of this niche market. In this webinar we will cover a brief history of SRI investing, how to effectively communicate SRI strategies with clients, and the process of security selection and monitoring using SRI screening techniques.
LO: Broaden the scope of client services by providing important foundation knowledge about the practice of socially responsible and impact investing.
Jennifer Coombs is an associate professor at the College for Financial Planning. Prior to joining the College, Jennifer spent a decade working in the financial services industry in New York City, with a special focus on equity research and analysis. She holds a Bachelor of Science degree in Finance and Political Science from Clarkson University. You can contact Jennifer at firstname.lastname@example.org.