Mastering and Practicing ESG Investing

Blaine Aikin, AIFA®, CFP®, CFA®, Subject Matter Expert, Fiduciary Insights

Allison Adams, Senior Regional Director, Institutional Relations, CFA Institute

Martin Jarzebowski, CFA®, Director of Responsible Investing, Federated Hermes

Bonnie Treichel, JD, Chief Solutions Officer, Endeavor Retirement

October 12, 2021

Professionalism requires applied competence – knowing and doing what is right for clients. As interest in environmental, social, and governance (ESG) investing rises, fiduciaries must balance demand with regulatory requirements set forth by the Department of Labor, Uniform Prudent Management of Institutional Funds Act (UPMIFA), and more.

During this well-rounded panel discussion, ESG experts discuss ESG-related policies, explain the circumstances and reliability to achieve ESG efficacy, and provide actionable steps to utilize educational programs and tools to help you navigate the art and science of ESG investing.

Specific topics covered will include:

  • ESG relevancy and why it should be and can be a part of every fiduciary advisor’s practice
  • Regulatory and fiduciary considerations for ESG investing
  • Practical matters impacting how ESG factors are applied
  • Resources to help you achieve professional-grade competence and effectively include ESG as part of your practice – keeping you ahead of this rapidly growing and impactful investment discipline

Download Webinar Slides