Description
Covers asset management industry trends and how to discuss sustainable and responsible investing (SRI) with clients. Explains the facts about SRI and the strategies to utilize environmental, social, and government factors in investing. Explores ways to help clients identify investments that meet SRI objectives and align with their overall financial goals.
What You’ll Learn
After completing this course, students will be able to:
Explain the growing importance of sustainable and responsible investing (SRI);
Describe the history of SRI and its evolution
Identify the interchangeable terms used to describe SRI
Describe common misconceptions about SRI
Describe strategies to utilize environmental, social, and governance (ESG) factors in investing
Identify talking points to use when having SRI conversations with clients;
Identify sources of information to enhance SRI knowledge
