Exploring the Role of ESG in Strategic Asset Allocation

Accepted for CFA®, CIMA®, and CFP® credit

A complimentary webinar for financial advisors and wealth managersESG 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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