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Fidelity Charitable Offers Impact Investing Education for Advisors

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Fidelity Charitable, a major donor-advised-fund sponsor, announced Tuesday that it has introduced a new impact investing module as part of its practice management program to educate advisors about impact investing trends and approaches, and how to integrate impact investing into their practice to better serve their clients.

The charity’s timing couldn’t be better.

The sustainable, responsible and impact investing sector is surging as investors strive to align their investments with their values and philanthropy. Nearly $9 trillion are involved in these strategies, according to US SIF: The Forum for Sustainable and Responsible Investment.

“Impact investing has reached a tipping point,” Krystal Kiley, vice president of practice management at Fidelity Charitable, said in a statement, citing the firm’s recent study that found that more than 70% of millennials and Gen Xers had already made an impact investment but many still want education.

“Advisors play a key role in helping clients understand the different approaches available to them to weave impact through philanthropic and practical portfolio strategies,” Kiley said.

According to Fidelity Charitable, the practice management program is a product-agnostic educational and consulting program that helps advisors incorporate the why, what and how of charitable planning to grow their practice and better serve clients.

The charity has also made available educational seminars that offer technical strategies, practical how-tos and continuing education credits, all for no charge.

The education and materials are designed for RIAs, broker-dealers, CPAs, trust and estate attorneys and other financial intermediaries.

The CE-eligible impact trading session focuses on definitions and trends, approaches and case studies to working with clients, how to uncover different client motivations, and best practices for building an impact strategy.

A recording of an impact investing webinar is available online, and Fidelity Charitable said it can also provide it as an in-person workshop with continuing education credit offered.

— Check out Another Way ESG Investing Can Boost Portfolios on ThinkAdvisor.


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