Event Calendar

Wednesday, December 9, 2020

Virtual Training: Fundamentals of Sustainable and Impact Investment

Start Date: 12/9/2020 1:00 PM EST
End Date: 12/9/2020 4:30 PM EST

Location:
United States 

Organization Name: US SIF

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

The 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.
 
This December 9th virtual classroom will be the first offering featuring data from the soon-to-be-published 2020 Trends Report, and will cover the latest regulatory changes from the Securities and Exchange Commission (SEC) and the Department of Labor (DoL) that you need to know about heading into 2021.
 
Participants will spend the session learning from expert sustainable investment practitioners and gain the knowledge and tools needed to meet growing client demand for sustainable and impact investment products.

Certification and CE Credits

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

COURSE DETAILS

When: Wednesday, December 9, 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
  • The latest 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 regulatory updates

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

 

INSTRUCTORS

 

 

COURSE INSTRUCTORS

  • Amy Augustine, Director of ESG Investing, Boston Walden Trust
  • Paul Hilton, CFA, Portfolio Manager & Research Analyst, Trillium Asset Management
  • Mamadou-Abou Sarr, President and CEO, V-Square Quantitative Management
  • Lisa Woll, CEO, US SIF and US SIF Foundation