ESG Practice Playbook
Welcome to the ESG Practice Playbook, designed to train advisors on integrating ESG strategies with their existing practice. Why is ESG investing so important? Climate Change, Portfolio Risk, Social Justice, Corporate Accountability and Transparency. We’ll explore how ESG and sustainable investing is meeting and often exceeding the performance of major indexes in all asset classes. You will never have to shrink the investment universe or swap performance for ESG impact. The ESG Practice Playbook is complimentary and open to all financial professionals.
As experts in the industry, your instructors will guide you through all areas of ESG and sustainable investing and how to integrate these themes into your practice. You will also hear interviews with top asset managers and marketing experts working at the leading edge of sustainable investing.
The ESG Practice Playbook will hold live, complimentary online sessions for financial professionals. Each session will provide CFP / IWI / CFA CE credits.
Enroll now to reserve your seat for the live sessions. If you are unable to attend live, each session will be made available for On Demand access at your convenience.
2.5 CFP / IWI / CFA CE credits
ESG Practice Management – It’s More Important than Ever
- More ESG directed assets means more scrutiny from the SEC and EU regulators
- ESG data expansion brings consolidation and integration within the metrics landscape
- TCFD takes the lead in climate risk and opportunity analysis
- Corporate reporting on “Social” KPIs expands from the board room to the loading dock
- ESG data analytics increases the use of AI, Machine Learning and proprietary portfolio assessment tools
- The Defined Contribution Plan market is ripe with opportunity for ESG savvy advisors
2.5 CFP / IWI / CFA CE credits
RIA Growth Opportunities in Turnkey Asset Management
& the Defined Contribution Market
- Integrated ESG asset allocation solutions available by design
- Multiple resource platforms for advisors to take the ESG integration lead
- Marketing and media continue to grow the ESG opportunity set
- The $1 trillion Defined Contribution Plan opportunity
- ESG impact is more important than ever to investors
- Tackling the ESG misinformation campaign for advisors and investors
1.5 CFP / IWI / CFA CE credits
Climate and Capital
- Taking politics out of the renewables discussion
- Improving client reporting with better climate data and portfolio analytics
- For financial planners, model solutions go mainstage by design
- Leveraging the debt market to help address climate change
- Investing in wind and solar farm conversions
Jeff Gitterman is a widely recognized leader in the ESG and sustainable investing field, and the creator of SMART (Sustainability Metrics Applied to Risk Tolerance)® Investing Solutions, a suite of global climate-aware allocation strategies available to financial advisory firms and individual investors.
With over 30 years of experience as a financial advisor, Jeff began realigning Gitterman Wealth Management, LLC towards sustainable investing in 2015. In 2020, the firm launched the Gitterman Asset Management brand to house its rapidly expanding ESG strategies, thought leadership, and practice management offerings for the financial advisor and institutional markets. Over the past several years, the firm has hosted many ESG and climate-focused events for financial advisors, including conferences at the United Nations Headquarters, the ESG Playbook series of webinars in partnership with RIA Channel, and most recently, The Great Repricing: Financial Advice in the Age of Climate Change.
Jeff is also the co-host of The IMPACT TV show, which airs on fintech.tv and Bloomberg TV. Noted as an “ESG expert” by Financial Advisor magazine, he has also been featured in the past in Barron’s, Forbes, The Wall Street Journal, Morningstar Magazine, Financial Advisor Magazine, Money Magazine, and CNN, among many others. He also speaks frequently about ESG, Sustainable, and Impact Investing at conferences throughout the U.S., including Morningstar, Fidelity, Barron’s, Bloomberg, and many others. In 2018, he was named RIA “Thought Leader of the Year” by WealthManagement.com.
Jeff deeply believes that the migration of investor capital towards ESG, Sustainable, and Impact investing is one of, if not the most effective way to help realize the United Nations-supported Sustainable Development Goals (SDGs), and he is committed to helping both investors and other financial professionals navigate this rapidly growing landscape. He is also the author of Beyond Success: Redefining the Meaning of Prosperity, and an Associate Producer of the feature documentary film, Planetary.
Jeff also serves on the Board of Directors for the Child Health Institute of New Jersey at Rutgers Robert Wood Johnson Medical School and dedicates much of his free time to raising funds and awareness for the autism community.
For more information, please visit www.GittermanAsset.com
Paul is a nationally recognized expert on sustainable investing, and the host of the popular Sustainable Finance Podcast, a weekly program featuring conversations with thought leaders in the field. His guests include cleantech entrepreneurs and VC investors; CEOs leading the low-carbon economy transition; creators of the ESG indices and analytics platforms everyone is using; and NGO executives bridging the public/private partnership funding chasm through digital banking and blockchain-based technologies.
In addition to his podcast series, Paul works with both individual advisors and large investment firms to integrate ESG investing into their portfolio and sales strategies to capitalize on the growing business opportunities in the transition to a low-carbon economy. Paul was a certified financial planner and franchise advisor with Ameriprise for 23 years, and frequently participates in conferences, seminars, and webinars nationwide (now virtually!).
For more information, please visit www.paulellisconsulting.com.
We are an independent, SEC-registered advisory firm recognized as a sustainable investing leader. Our commitment to continuous learning and deep industry relationships allow us to provide our clients with cutting-edge solutions. Our investment process prioritizes asset managers with sophisticated ESG integration approaches and/or thematic philosophies. We favor intentional managers, for example those engaging in active ownership through company engagement, proxy voting and other practices.
Paul Ellis Consulting works with both individual advisors and large investment firms to integrate ESG investing into their portfolio and sales strategies. Incorporating his knowledge of current investor trends, the most robust ESG analytics, and the latest technology trading solutions, Paul Ellis Consulting helps his clients capitalize on the growing business opportunities in the transition to a low-carbon economy.
RIA Channel® provides investment manager research, thought leadership, market commentary and investment news to the financial advisor community. RIA Channel produces over 200 investment webcasts annually and reaches an audience of over 300,000 financial advisors.
12:00pm – 1:30pm ET • 1.5 CE Credits