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. 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!

Register Here >>

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
image

Meet Our Team

Powered by people who do business the Midwest way.

image

Learn More About Our Services

We’re more than finance. More than tech. More than wealth management.