ESG Investing: Raising Portfolio Sustainability Performance Without Sacrificing Financial Performance

ESG Investing: Raising Portfolio Sustainability Performance Without Sacrificing Financial Performance

Now more than ever, investors are selecting companies in their portfolios that reflect their values through environment, social, and governance (ESG) investing. Whether that be electing those that have a strong belief in environmental matters, data security, or even health and wellness, ESG investing is growing and hit record numbers in 2020. In this on-demand webinar, our expert team of advisors share insights on why ESG investing has become so prominent and how to balance portfolio performance and value alignment. The session covers the following:

  • The history of ESG funds
  • How to align your values with your investments without sacrificing performance
  • How to assess whether an ESG focused fund makes sense for your financial goals

Watch On-Demand >>

DATE: July 20, 2021
TIME: 11:30 am - 12:30 pm
PRESENTER: Sam Rouman, AIF®, CFP®, CLU, ChFC // Chief Planning Officer and Wealth Advisor and Todd Henningsen, CFA, CFP® // Wealth Advisor

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