Event Calendar

Wednesday, July 22, 2020

Virtual Training: Fundamentals of Sustainable and Impact Investment

Start Date: 7/22/2020 1:00 PM EDT
End Date: 7/22/2020 4:30 PM EDT

United States 

Event Website: https://bit.ly/2YfMVwb

Organization Name: US SIF

Michael Young
Email: myoung@ussif.org
Phone: (202) 872-5361

This class will give you the tools you need to meet growing client demand for sustainable and impact investment products.

About this Event


More than one out of every four dollars under professional management is invested utilizing sustainable and impact investment strategies. Are you prepared to meet growing client demand?

This course provides advisors, consultants and other investment professionals with a brief history of sustainable investing, insight into portfolio construction considerations including ESG incorporation and shareowner advocacy, an overview of performance studies and fiduciary standards, as well as guidance on how to communicate sustainable and impact investing expertise.

You will spend the afternoon learning from expert sustainable investment practitioners. You will be prepared and inspired to take your career to the next level.

Certification and CE Credits

Upon completion of this course, you will receive a certificate and qualify for 3 hours of CE for CFP®, CIMA®, CSRIC™, and various other industry designations.


When: Wednesday, July 22, 2020

Time: 1:00 pm - 4:30 pm ET

Where: This event is online. A link to the livestream will be sent out closer to the date.

Technology Requirements: Participants should make sure that they have a reliable high speed internet connection for an optimal experience.


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 Considerations and Shareholder Advocacy

  • Asset class mix and weighting, ESG Analysis
  • Selecting public equity, fixed income, cash, alternative investments and community investments
  • 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


  • Jennifer Coombs, Associate Professor, College for Financial Planning
  • Paul Hilton, Partner, Trillium Asset Management
  • Leslie Samuelrich, President, Green Century Capital Management
  • Mamadou-Abou Sarr, President and CEO, V-Square Quantitative Management LLC
  • Shamya Ullah, First Vice President-Financial Advisor, Portfolio Manager-Portfolio Focus, RBC Wealth Management