Investing With Your Values: The Case for Sustainable Investing
Online • May 30, 2013
This Jam Session will provide with with a better understanding of the many advantages of Environmental, Sustainable and Governance investing, how it works and where to find information.
Thursday, May 30, 2013 1:00 PM - 2:00 PM EDT
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Environmental, Sustainable and Governance (ESG) investing gives people the opportunity to create social change through investment strategies. According to the 2012 Report on Sustainable and Responsible Investing Trends in the United States, assets engaged in ESG represent approximately 11.3% of the $33.3 trillion in total assets under management. In just two years, funds considered to be socially responsible saw an increase of 22% in investments showing enormous interest from investors.
ESG investing allows people to apply their values to their portfolios. In this Jam Session, Geri will explore the investor options regarding ESG investing and how to build ESG into your portfolio. Participants will have a better understanding of the many advantages of ESG investing, how it works and where to find information.
Geri Eisenman Pell CFP, MBA, focuses on helping high net worth clients plan their financial goals for a lifetime and beyond. Geri has appeared on CNBC, CNN, NBC Nightly News and Fox Business News. She has also been quoted in The Wall Street Journal, The New York Times and Financial Planning. Geri has had the distinct honor of being recognized as one of the Top 100 Women Financial Advisors in the country by Barron’s Magazine in 2009, 2010, 2011 and 2012.
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