Do You Practice What Your Practice Preaches?

Overview

Sponsored by:

 

 

Offering ESG/SRI funds may not be enough to appeal to your socially-minded clients, as many prefer advisors who practice what they preach. Is your firm operating at a level that aligns with the ESG funds you offer your clients? There are proven ways to enhance your company’s value by being more socially responsible to parallel client values.

Join this complimentary webcast to learn how to activate and elevate your practice with “green” daily operations. You will discover how to:

  • Build simple, clearly defined portfolios that reflect your clients’ investing desires, particularly for millennial clients
  • Affiliate with industry groups where you can meet like-minded advisors and potential clients
  • Diversify your advisory staff and implement other ideas to help you stand out from other, less-involved practices

REGISTER NOW! (Not able to attend? STILL REGISTER you will receive an email with how to access the recording of the event)

   

On-Demand

If you have previously registered for this event, please click here and log-in using the email you registered with to access the on-demand event.  

 

Speakers

Jeff Gitterman, Co-Founding Partner, Gitterman Wealth Management, LLC. Jeff is a thought leader in the field of Sustainable, Impact, and ESG (Environmental, Social, and Governance) Investing.

He also is the creator of his firm’s SMART (Sustainability Metrics Applied to Risk Tolerance)® Investing Services, which offers investment opportunities for individual clients, as well as research and investing services for other financial professionals in the Sustainable, ESG, and Impact arenas. Jeff has also been featured in the past in Money Magazine, Barron’s, Morningstar Magazine, The Wall Street Journal, CNN, and Affluent Magazine, among many others. He also speaks frequently about Sustainable, Impact, and ESG Investing at conferences throughout the US.

Amy M. O’Brien, Head of Responsible Investing, Nuveen. Amy leads a 15 member team and is responsible for creating the firm’s holistic RI vision and unified framework across Nuveen and TIAA, partnering with internal stakeholders on implementation in day-to-day business activities. The framework establishes the firm’s overall RI philosophy as well as guidelines for incorporating RI disciplines in investment decisions and new product development.

Having joined the firm as a director in 2005, she has worked on a wide range of ESG and impact investing initiatives across TIAA. Amy has over 22 years of professional experience in the field of responsible investing. Prior to joining TIAA, she served as Director of Corporate Social Responsibility at the Pension Boards – United Church of Christ, where she developed and implemented socially responsible investment strategies. Previously, she was Research Manager at the Council on Economic Priorities, the non-profit research firm that pioneered the field of corporate social and environmental responsibility ratings for investors and consumers.