TIIP is coming to a CFA Society meeting near you!

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.

Register here: http://events.constantcontact.com/register/event?llr=mlasbrdab&oeidk=a07eguvo7v5ca023a8e

Sustainable Investing for Private Clients: Innovations for Advisors
February 26, 2020 – Denver Area, CO

This workshop will explore the current state of practice in the fast-growing area of sustainable investing 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 approaches for discovering clients’ sustainable investing interests and priorities and translating them into actionable ideas and Richard Smyers of Fidelity Labs will discuss breakthroughs in tools for advisors to best integrate sustainable investing strategies within their existing portfolio management structures. A facilitated discussion with participants will follow in which practitioner questions will be addressed, preferences for future innovations explored, and ideas for integrating sustainable investing into the spectrum of advisor capabilities considered.

Register here: https://cfacolorado.org/meetinginfo.php?id=142&ts=1578515889

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