Investment Professionals Only Event.
Sustainable Investing Solutions (SIS) events are regional gatherings of financial advisors, investment managers, consultants, and other financial professionals focused on learning more about sustainable investing. Whether you call it Socially Responsible Investing (SRI), Environmental Social and Corporate Governance (ESG), Impact, Responsible, Sustainable or simply Values-based investing, these events should help you stay up on current trends, learn more from industry experts, and collaborate and network with peers.
Session Topics Include:
ESG Integration - Equity and Fixed Income focused firms share their process for the integration of environmental, social, and governance (ESG) data in their respective investment processes, providing important insights to advisors looking to build sustainable portfolios.
Impact Investing - Panelists discuss how direct impact investing, both nationally and taking place locally, plays an additive role in diversifying investment portfolios.
Advisor Best Practices - Participants learn the fundamentals of SRI/ESG/Impact investing from their peers including the role shareowner advocacy, various SRI/ESG screening methods, and tips and tools for establishing and growing an SRI/ESG/Impact advisory practice. The section will help advisors who are new to SRI and desire a better understanding how to communicate and incorporate SRI into their professional roles.
Agenda:
09:30 – 10:00 am – Registration Open
10:00 – 10:05 am – Opening Remarks
10:05 – 10:30 am – Opening Keynote Speaker
10:30 – 11:30 am – ESG Panel
11:30 – 12:30 pm – Impact Panel
12:30 – 1:30 pm – Table Topic Lunch
01:40 – 2:30 pm – Advisor Best Practices Panel
SIS events are brought to you by: Appleseed Capital, Calvert Impact Capital, Calvert Research and Management, Community Capital Management, First Affirmative Financial Network/Folio Institutional, Green Century Funds, Parnassus Investments, Pax World Funds, Saturna Capital, Trillium Asset Management and US SIF.
show less
Sustainable Investing Solutions (SIS) events are regional gatherings of financial advisors, investment managers, consultants, and other financial professionals focused on learning more about sustainable investing. Whether you call it Socially Responsible Investing (SRI), Environmental Social and Corporate Governance (ESG), Impact, Responsible, Sustainable or simply Values-based investing, these events should help you stay up on current trends, learn more from industry experts, and collaborate and network with peers.
Session Topics Include:
ESG Integration - Equity and Fixed Income focused firms share their process for the integration of environmental, social, and governance (ESG) data in their respective investment processes, providing important insights to advisors looking to build sustainable portfolios.
Impact Investing - Panelists discuss how direct impact investing, both nationally and taking place locally, plays an additive role in diversifying investment portfolios.
Advisor Best Practices - Participants learn the fundamentals of SRI/ESG/Impact investing from their peers including the role shareowner advocacy, various SRI/ESG screening methods, and tips and tools for establishing and growing an SRI/ESG/Impact advisory practice. The section will help advisors who are new to SRI and desire a better understanding how to communicate and incorporate SRI into their professional roles.
Agenda:
09:30 – 10:00 am – Registration Open
10:00 – 10:05 am – Opening Remarks
10:05 – 10:30 am – Opening Keynote Speaker
10:30 – 11:30 am – ESG Panel
11:30 – 12:30 pm – Impact Panel
12:30 – 1:30 pm – Table Topic Lunch
01:40 – 2:30 pm – Advisor Best Practices Panel
SIS events are brought to you by: Appleseed Capital, Calvert Impact Capital, Calvert Research and Management, Community Capital Management, First Affirmative Financial Network/Folio Institutional, Green Century Funds, Parnassus Investments, Pax World Funds, Saturna Capital, Trillium Asset Management and US SIF.
Investment Professionals Only Event.
Sustainable Investing Solutions (SIS) events are regional gatherings of financial advisors, investment managers, consultants, and other financial professionals focused on learning more about sustainable investing. Whether you call it Socially Responsible Investing (SRI), Environmental Social and Corporate Governance (ESG), Impact, Responsible, Sustainable or simply Values-based investing, these events should help you stay up on current trends, learn more from industry experts, and collaborate and network with peers.
Session Topics Include:
ESG Integration - Equity and Fixed Income focused firms share their process for the integration of environmental, social, and governance (ESG) data in their respective investment processes, providing important insights to advisors looking to build sustainable portfolios.
Impact Investing - Panelists discuss how direct impact investing, both nationally and taking place locally, plays an additive role in diversifying investment portfolios.
Advisor Best Practices - Participants learn the fundamentals of SRI/ESG/Impact investing from their peers including the role shareowner advocacy, various SRI/ESG screening methods, and tips and tools for establishing and growing an SRI/ESG/Impact advisory practice. The section will help advisors who are new to SRI and desire a better understanding how to communicate and incorporate SRI into their professional roles.
Agenda:
09:30 – 10:00 am – Registration Open
10:00 – 10:05 am – Opening Remarks
10:05 – 10:30 am – Opening Keynote Speaker
10:30 – 11:30 am – ESG Panel
11:30 – 12:30 pm – Impact Panel
12:30 – 1:30 pm – Table Topic Lunch
01:40 – 2:30 pm – Advisor Best Practices Panel
SIS events are brought to you by: Appleseed Capital, Calvert Impact Capital, Calvert Research and Management, Community Capital Management, First Affirmative Financial Network/Folio Institutional, Green Century Funds, Parnassus Investments, Pax World Funds, Saturna Capital, Trillium Asset Management and US SIF.
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Sustainable Investing Solutions (SIS) events are regional gatherings of financial advisors, investment managers, consultants, and other financial professionals focused on learning more about sustainable investing. Whether you call it Socially Responsible Investing (SRI), Environmental Social and Corporate Governance (ESG), Impact, Responsible, Sustainable or simply Values-based investing, these events should help you stay up on current trends, learn more from industry experts, and collaborate and network with peers.
Session Topics Include:
ESG Integration - Equity and Fixed Income focused firms share their process for the integration of environmental, social, and governance (ESG) data in their respective investment processes, providing important insights to advisors looking to build sustainable portfolios.
Impact Investing - Panelists discuss how direct impact investing, both nationally and taking place locally, plays an additive role in diversifying investment portfolios.
Advisor Best Practices - Participants learn the fundamentals of SRI/ESG/Impact investing from their peers including the role shareowner advocacy, various SRI/ESG screening methods, and tips and tools for establishing and growing an SRI/ESG/Impact advisory practice. The section will help advisors who are new to SRI and desire a better understanding how to communicate and incorporate SRI into their professional roles.
Agenda:
09:30 – 10:00 am – Registration Open
10:00 – 10:05 am – Opening Remarks
10:05 – 10:30 am – Opening Keynote Speaker
10:30 – 11:30 am – ESG Panel
11:30 – 12:30 pm – Impact Panel
12:30 – 1:30 pm – Table Topic Lunch
01:40 – 2:30 pm – Advisor Best Practices Panel
SIS events are brought to you by: Appleseed Capital, Calvert Impact Capital, Calvert Research and Management, Community Capital Management, First Affirmative Financial Network/Folio Institutional, Green Century Funds, Parnassus Investments, Pax World Funds, Saturna Capital, Trillium Asset Management and US SIF.
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Date/Times:
222 Mason Street, San Francisco, CA 94102
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