ESG Investing: Raising Portfolio Sustainability Performance Without Sacrificing Financial PerformanceJuly 20, 2021
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. Join us at our next webinar as our expert team of advisors discuss why ESG investing has become so prominent and how to balance portfolio performance and value alignment. The session will cover 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
Register today to learn more about investing with your values and the ESG fund and various offerings provided through BerganKDV Wealth Management!