Sustainable Investing: Innovations for Advisors
January 31, 2020 – Hartford, CT
As client demand for sustainable investment strategies emerges and grows, advisors have struggled to make sense of the landscape and make informed decisions on behalf of their clients. This workshop will explore the current state of practice in this fast-growing area and preview innovations in tools and resources becoming available to advisors. William Burckart, TIIP’s President and COO and co-author of the recently released Fundamentals of Sustainable Investment: A guide for financial advisors will discuss practical solutions to finding the right way to discover client interests and priorities and translate them into actionable ideas. He will be joined by Richard Smyers of Fidelity Labs who will discuss breakthroughs in tools for advisors to best integrate sustainable investing strategies within their existing portfolio management structures.