Keeping Your Mind on Money While Listening to Matters of the Heart: Fiduciary Heuristics for ESG Inv

Blaine F. Aikin, AIFA®, CFP®, CFA, Executive Chairman, fi360, Inc.

February 02, 2016

Essayist Jonathan Swift advised that “A wise person should have money in their head, but not in their heart.” Recent guidance from the DOL confirms that it is fine for fiduciaries to consider matters of the heart when investing, so long as they keep their minds centered on making money.

This webinar examines recent regulatory developments and the state of the art and science of economically targeting investing (ETI) using environmental, social, and governance (ESG) criteria. Attendees will be provided a useful set of heuristics to guide fiduciary advisors as they seek to serve the interests of clients who want to follow both their mind and heart when they invest.