The ESG Practice Playbook: Education, Training, and Leadership (for Financial Professionals Only)
The replay can now be seen on demand by clicking here
The ESG and sustainable investing landscape has greatly evolved over the last decade. From the evolution and increased adoption of standards and protocols, to the propagation of new data sets, there are now more ways than ever to create an ESG portfolio. This growth is unlikely to slow down, and so knowing how to diligence the ESG universe is a big task in and of itself.
Kicking off on March 3rd, 2021, we’ll be co-hosting the ESG Practice Playbook education series with MSCI, RIA Channel, and Paul Ellis Consulting. Created to educate advisors on how to integrate ESG into their practices, the ESG Practice Playbook will hold weekly, 90-minute online educational sessions for financial professionals. Each session will provide 1.5 CFP / IWI / CFA CE credits. Replays of all sessions will also be available on demand.
Sessions Include:
Identifying ESG Products and Performance
Integrating ESG into your Client Service Model
Integrating ESG into your Marketing Model
Building your Brand with Media and Marketing Tools
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This document does not constitute advice or a recommendation or offer to sell or a solicitation to deal in any security or financial product. It is provided for information purposes only and on the understanding that the recipient has sufficient knowledge and experience to be able to understand and make their own evaluation of the proposals and services described herein, any risks associated therewith and any related legal, tax, accounting or other material considerations. To the extent that the reader has any questions regarding the applicability of any specific issue discussed above to their specific portfolio or situation, prospective investors are encouraged to contact Gitterman Asset Management or consult with the professional advisor of their choosing.
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