October 07, 2021
The largest global resource for essential index-based concepts, data and research, and home to iconic financial market indicators, such as the S&P 500® and the Dow Jones Industrial Average
Exploring the Role of ESG in Strategic Asset Allocation
Wednesday, October 27, 2021 | 12:00 PM EST / 9:00 AM PST
Accepted for CFA
®
, CIMA
®
, and CFP
®
credit
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A complimentary webinar for financial advisors and wealth managers
ESG investing continues to gain traction in the U.S. and with more interest comes more opportunity. Join us and our panel of industry practitioners as we explore the expanding range of passive ESG solutions, and how they can be used as fundamental building blocks in broader asset allocation strategies.
Topics will include:
- A closer look at the spectrum of passive solutions available to those looking to incorporate ESG into their core strategies
- Recent research comparing ESG indices with traditional beta benchmarks
- How wealth managers are positioning ESG to their clients and addressing any skepticism
- Understanding the right "ESGness" to fit specific client goals, including the differences between ETF and mutual fund solutions
Speakers include:
- Jason Chen , Research Analyst, DWS Research Institute
- Margaret Dorn , Senior Director, ESG Client Engagement, North America, S&P Dow Jones Indices
- Victor Orozco , Managing Partner, Bair Financial Planning
- Brie Williams , Head of Practice Management, State Street Global Advisors
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