December offering: US SIF Fundamentals of Sustainable and Impact Investment

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December offering: US SIF Fundamentals of Sustainable and Impact Investment

This class will give you the tools you need to meet growing client demand for sustainable and impact investment products and strategies.

When and where

Date and time

Location

Online

Refund Policy

Refunds up to 7 days before event
Eventbrite's fee is nonrefundable.

About this event

WHY TAKE THIS COURSE?

More than one out of every three dollars under professional management is invested utilizing sustainable and impact investment strategies. Are you prepared to meet growing client demand?

This course provides advisors, consultants and other investment professionals with a brief history of sustainable investing, insight into portfolio construction considerations including ESG incorporation and shareowner advocacy, an overview of performance studies and fiduciary standards, as well as guidance on how to communicate sustainable and impact investing expertise.

You will learn from expert sustainable investment practitioners and gain the knowledge and tools needed to meet growing client demand for sustainable and impact investment products and strategies.

This December 15th virtual classroom will be the first training to include data from the upcoming Trends Report (to be published in December 2022) and also cover the latest regulatory news that you need to know from the U.S. Securities and Exchange Commission (SEC) and the Department of Labor (DoL).

COURSE DETAILS

When: Thursday, December 15, 2022

Time: 1:00 pm - 4:30 pm ET

Where: This event is online. A link to the livestream will be sent out closer to the date.

Technology Requirements: Participants should make sure that they have a reliable high speed internet connection for an optimal experience.

Certification and CE Credits: Upon completion of this course you will receive a certificate and qualify for 3 hours of CE for CFP®, CIMA®, CSRIC™, and various other industry designations.

CURRICULUM

December offering: US SIF Fundamentals of Sustainable and Impact Investment image

Module I: An Overview of Sustainable Investment

  • Introduction to sustainable investment including history and taxonomy
  • Growth trends in sustainable investment
  • Outlook on challenges and opportunities for the field

Module II: Approaches to ESG, Portfolio Construction Considerations and Shareholder Advocacy

  • Asset classes, strategies for application of sustainable investment, ESG analysis
  • Sustainable investment options within public equity, fixed income, cash, alternatives and community investing
  • Active shareowner strategies

Module III: Performance Studies, Fiduciary Standards and Industry Updates

  • Financial performance studies and meta-studies
  • ERISA and fiduciary duty
  • Trending topics and regulatory updates

Module IV: Communicating your Sustainable Investment Expertise with Clients

  • The value of adding sustainable investment to your practice
  • Working with clients and building a client base
  • Resources and next steps

ABOUT US SIF AND THE US SIF FOUNDATION

This course is part of the US SIF Foundation's Center for Sustainable Investment Education, which provides investment professionals with resources and training to gain expertise in the field of sustainable and impact investment. The Center provides high-quality education, research and thought leadership on sustainable investment to investors, investment advisers, consultants and analysts.

The US SIF Foundation undertakes educational, research and programmatic activities to advance the mission of US SIF. US SIF: The Forum for Sustainable and Responsible Investment is the leading voice advancing sustainable and impact investing across all asset classes. US SIF and its members advance investment practices that consider environmental, social and corporate governance criteria to generate long-term competitive financial returns and positive societal impact.

Please click here to learn more about the US SIF Foundation and online courses.

To join US SIF and obtain a discounted rate for the course, please click here.

$50 – $225