Event Calendar

Wednesday, November 13, 2019

In-Person Training on the Fundamentals of Sustainable and Impact Investment at The SRI Conference

Start Date: 11/13/2019 7:30 AM MST
End Date: 11/13/2019 10:45 AM MST

Venue Name: The SRI Conference

Broadmoor Hotel
Colorado Springs, CO  United States 

Event Website: http://bit.ly/31WjuKE

Organization Name: US SIF Foundation

Michael Young
Email: myoung@ussif.org
Phone: (202) 872-5304

The US SIF Foundation is holding an in-person training on the Fundamentals of Sustainable and Impact Investment on Thursday, November 13, 7:30 AM - 10:45 AM hosted by The SRI Conference at the Broadmoor in Colorado Springs.

Fundamentals of Sustainable and Impact Investment is an introductory resource for investment advisors, financial planners and other financial professionals who want to learn the basics of sustainable, responsible and impact investment. It offers a unique blend of instruction by expert practitioners and scenario learning that will enhance your ability to incorporate SRI into investment portfolios and client conversations. The course covers the implementation of environmental, social, and governance (ESG) data into security analysis, discusses the latest trends and research and explains how to communicate your expertise in sustainable and impact investment.

Course Modules

Module I: An Overview of Sustainable Investing
• Introduction to sustainable investment
• Strategies for application of sustainable investment
• Growth trends in sustainable investment

Module II: Approaches to ESG, Portfolio Construction and Shareowner Advocacy
• Asset class mix and weighting, ESG analysis
• Selecting public equity, fixed income, cash, alternative investments and community engagements
• Active shareowner strategies

Module III: Performance Studies, Fiduciary Standards, and Global Trends
• Financial performance studies and meta-studies
• ERISA and fiduciary duty
• Trending topics and issues

Module IV: Communicating your Sustainable Investment Expertise with Clients
• The value of adding sustainable investment to your practice
• Addressing perceptions of sustainable investment
• Working with clients and building a client base

Upon completion of the course, you will have a better understanding of this rapidly growing industry, earn continuing education credits and receive a certificate of completion.