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.
About the Course
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. Documents are also available for download within each session.
- Session 1: ESG Practice Management – It’s More Important than Ever – Available On Demand
- Session 2: RIA Growth Opportunities in Turnkey Asset Management & the Defined Contribution Market – Available On Demand
- Session 3: Climate and Capital Available On Demand
For questions or technical support, submit an email to ce@riadatabase.com or call 704.540.2657.
