Fundamentals of Sustainable and Impact Investment
The US SIF Foundation's Center for Sustainable Investment Education will provide a training on theFundamentals of Sustainable and Impact Investment. The classroom training will be held at the Dimensional Fund Advisors building on Wednesday, February 8 from 10:00 AM to 2:00 PM. Lunch and parking will be provided.
Client demand for sustainable, responsible and impact investment (SRI) continues to grow. More than one out of every five dollars under professional management in the United States is invested utilizing SRI strategies. The course will give attendees historical context about SRI, explain how to incorporate SRI into investment portfolios via ESG integration and shareholder engagement, present an overview of the latest trends and research, and provide guidance on how to communicate your SRI expertise. The course will be led by expert sustainable investment practitioners.
Completion of Fundamentals of Sustainable and Impact Investment results in a certificate from US SIF, and qualifies for 3 CFP® Board and 3 CFA Institute continuing education credits. IMCA also has accepted Fundamentals of Sustainable and Impact Investment for 3 hours of CE credit towards the CIMA®, CIMC® and CPWA® certifications.