How Can An RIA Profitably Offer SRI Portfolios

Steven Schueth 01/11/13 4 PM ESTIWIProgram Id: 757250192

Do you have a clients or prospects who want to invest in renewable energy or organic food? Or avoid investing in defense contractors? Or who want to invest in a portfolio of companies that will benefit the environment and human health?.

Investors increasingly want to make money while having a positive impact. At this webinar, you will learn about:

- The growing trend toward investing in sustainable, responsible, impactful ways
- The “Golden Rule” that drives sustainability among companies and investors
- The power of quantitative + qualitative analysis
- The three dynamic strategies that define SRI: Sustainable, Responsible, Impact investing
- The myth about performance

Steve Schueth is President of First Affirmative Financial Network and has been a nationally recognized authority, on responsible investing for 25 years. Before founding First Affirmative 12 years ago, Scheuth spent eight years in senior management at Calvert Investments, eleven years as a director of US:SIF, the Forum for Sustainable and Responsible Investing, and three years as Director of Development at The Wharton School, University of Pennsylvania. First Affirmative, an independent RIA, specializes in portfolio management and consulting services for socially conscious individuals and RIAs. Schueth for 24 years has led the premier annual conference for sustainable, responsible, impact investing.

 

 

 

 

Note: This webinar is eligible for IMCA® CE credit.

More than 50 hours of CFP® CE credit and more than 100 hours of Investments & Wealth Institute® credit on replays available 24/7 to paying members ($120 annually) of
Advisors4Advisors.com. CPAs are eligible to receive CPE for attending live webinars only. To learn how to receive continuing professional education credit viewing webinar replays, please see our detailed instructions.

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I believe this is an important topic that deserves more attention. Clients are interested in this topic but advisors are often hesitant to bring it up. We (advisors) are the bottleneck.

Note: most advisors have many, many clients who are Christian and would care, not only about the core SRI issues, but also abortion, porn, etc. These clients, though numerouse, are often left out of SRI conversations.

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I think that it was very informative.
I would like to get the moderator's contact information.

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