Grow Your Business with Socially Responsible Investing
Socially responsible investing (SRI), or ESG, is booming in popularity with retail investors. Incorporating ESG into clients’ portfolios is a tool advisors can use to get ahead of the competition SRI/ESG has seen tremendous growth in client demand, product availability and assets under management, but the majority of advisors don’t offer clients products to meet this demand.
Join this webcast to understand what SRI/ESG is, the non-traditional demographics fueling demand for products, and how to build ESG portfolios using new mutual funds and ETFs. Plus, access a FREE whitepaper on SRI/ESG investing.
In this webcast you’ll learn:
- How demand for SRI/ESG is exploding for certain demographics and why you can’t afford to ignore those clients
- The importance of women and Millennials as clients
- SRI/ESG investment performance versus traditional investing
- How SRI/ESG is different today from the past and why it doesn’t mean underperformance
Jessica Skolnick, CFA Portfolio Manager, NPIM Models Director of Investment Advisory Research, American Portfolios
As the Director of Investment Advisory Research at American Portfolios (AP), Ms. Skolnick is the lead portfolio manager of the Nine Points Investment Management (NPIM) model portfolios. She developed the NPIM process and philosophy to provide a solution for AP’s affiliated advisors, building upon more than a decade of experience in the financial services industry. Prior to joining AP, she was the Associate Vice President of Research at Ladenburg Thalmann, where she was involved with their proprietary model portfolio and separately managed account (SMA) program. She holds a bachelor’s degree in economics from Dartmouth College and is a CFA Charterholder.