Investors increasingly find empowerment by using their investment dollars to impact causes near and dear to their hearts. Whether your concerns are environmental, social or governance related “ESG,” your voice can be heard while maintaining an intelligent investment strategy. Participants in this course will understand how to design, evaluate, and manage a complete portfolio using the most up to date tools to screen for Social Responsibility, Climate Impact, Energy Efficiency, Human Rights, Political Bias & Risk and other ESG filters. Learn to gauge the degree to which your investment portfolio reflects your values. Gain insights to the trade-offs between ethical investing and performance. Upon completion of this course, you will be familiar with resources available to help evaluate, establish, and monitor a portfolio which best reflects your “ESG” values.
Maintain an intelligent investment strategy while learning how to design, evaluate, and manage a complete portfolio using the most up-to-date tools to screen for social responsibility.