Fundamentals and Updates in Sustainable and Impact Investing

Where:

Formative "Growth for Impact" Conference
Sheraton Grand at Wild Horse Pass
5594 W Wild Horse Pass Blvd
Chandler, AZ 85226

Pricing:

$150 for US SIF Non- Members
$100 for US SIF Members

Course Overview

Whether you're building your foundation in sustainable investing or refining an established practice, this interactive course provides a practical framework for navigating one of the fastest-evolving areas of investment management.

As sustainable investing continues to mature, professionals are challenged to move beyond buzzwords and political narratives toward a disciplined understanding of how sustainability-related factors can inform investment decision-making. This session explores the evolution of the field, the distinctions between ESG integration, socially responsible investing (SRI), impact investing, stewardship, and community investing, and the investment strategies used across asset classes. Participants will also examine the role of ESG data, materiality, ratings, and disclosures, along with the opportunities and limitations they present in research and portfolio construction.

Through real-world examples and discussion, attendees will gain a common language and updated perspective on today's sustainable investing landscape—making this session valuable both for professionals entering the field and experienced practitioners seeking to refresh their knowledge, challenge assumptions, and stay current with emerging practices.

This program is eligible for 2 hours of Continuing Education (CE) credit.

Learning Objectives

Upon completion of this course, participants will be able to:

• Explain the evolution of sustainable investing and distinguish among ESG integration, socially responsible investing (SRI), impact investing, stewardship, and community investing.

• Compare the primary sustainable investing strategies and evaluate how they may be incorporated into investment research and portfolio construction.

• Assess how financially material environmental, social, governance, and other sustainability-related factors may influence investment risks and opportunities.

• Evaluate the strengths and limitations of ESG data, ratings, corporate disclosures, and materiality frameworks when conducting investment due diligence.

• Apply a practical framework for interpreting sustainable investing information and engaging in more informed investment and client conversations.

Instructor: Jenny Coombs, US SIF Head of Content & Development