NEW! The Sustainable Investing Roadmap Series for Financial Advisors
US SIF is proud to announce the release of the Sustainable Investing Roadmap Series: a three-part guide designed for financial advisors, wealth managers, and planners looking to integrate ESG strategies into their practice. Whether you’re new to sustainable investing or refining your expertise, these roadmaps provide clear insights, practical tools, and actionable guidance to meet growing client demand and build stronger, values-aligned portfolios.
Introducing The Sustainable Investing Roadmap Series for Financial Advisors and Wealth Managers
Empowering financial advisors to navigate ESG and sustainable investing in an ever-changing world
The demand for sustainable investing is growing rapidly — and clients increasingly expect their advisors to help them align their investments with their values, goals, and long-term financial objectives. To meet this need, US SIF has developed the Sustainable Investing Roadmap Series for Financial Advisors — a comprehensive, three-part guide designed to give financial professionals the knowledge, tools, and confidence they need to integrate ESG (environmental, social, and governance) considerations into their practices.
What the Roadmap Series Covers
Each roadmap is designed to guide financial advisors, wealth managers, RIAs, and planners through the core concepts, practical tools, and client engagement strategies needed to integrate sustainable investing into their practice.
This three-part series equips you with the knowledge, tools, and confidence to navigate the evolving sustainable investing landscape — helping you better serve your clients and strengthen your advisory practice.
Part 1: LEARN
“Understanding the Landscape”
Learn the foundations of sustainable investing, ESG considerations, and industry trends. Explore the three main categories of sustainable investing clients and discover which strategies best align with their unique values, goals, and needs.
Part 2: APPLY
“Applying ESG in Practice”
Build on your foundational knowledge with practical guidance on ESG data and ratings — including how to evaluate companies, construct client portfolios, and identify potential greenwashing risks to protect client interests.
Part 3: CONNECT
“Engaging Clients and Building Connections”
Gain insights into effective client conversations around ESG, address common concerns and misconceptions, and learn how to connect with US SIF’s growing network of sustainable investing professionals.
Why You Should Read the Financial Roadmap Series
Whether you’re a Financial Advisor, Planner, RIA, Wealth Manager, or Institutional Consultant—or simply someone seeking to better understand the intersection of ESG, fiduciary duty, and client goals—the Sustainable Investing Roadmap Series is designed for you.
Sustainable investing isn’t just a passing trend. It represents a fundamental shift in how investments are evaluated and managed. By integrating ESG considerations into your practice, you can meet growing client demand, strengthen values-aligned portfolios, and position yourself at the forefront of a changing industry.
Advisors who understand ESG factors can:
Meet rising client demand for values-aligned portfolios
Differentiate their practice in a competitive marketplace
Mitigate long-term risks and identify new opportunities
Strengthen client trust by integrating financial and sustainability goals
Join us for the FA Roadmap Series Launch Webinar!
When: Thursday, September 11, 2025
Time: 3:00 – 4:00 PM EST
Join us for the launch of Part I of US SIF’s Financial Advisor Roadmap Series, a new resource designed to help advisors integrate sustainable investing strategies into their practice. We’ll walk through key insights, practical tools, and actionable steps covered in the first roadmap, equipping you to better meet growing client demand for ESG and impact investing solutions. The session will also feature opening remarks from Domini Impact Investments, LLC, our lead sponsor and a long-time pioneer in sustainable finance.