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Welcome to the Academy of Financial Service’s 2019 Annual Meeting being held in Minneapolis, Minnesota in conjunction with FPA’s Annual Conference 2019. This is the full agenda for AFS. For details on FPA items, visit their Full Schedule. Please report any errors to support@academyfinancial.org.
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Wednesday, October 16 • 3:30pm - 4:30pm
FPA® Educational Breakout Sessions | Block 2a: Evaluating the Costs and Benefits of ESG Investing [CFP CE]

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For more details, visit the FPA® Full Schedule.

Investment products advertising an environmental, social and governance (ESG) or socially responsible investment (SRI) mandate have attracted a flood of assets over the last several years. ESG/SRI investing offers the promise to “do good and do well.” In this discussion-based session, Robert Huebscher and William Droms will present both sides of the argument, focusing on whether that promise has been and can be fulfilled, and what guidance advisors should offer to their clients with respect to ESG/SRI investing.

Learning Objectives:
  • Compare the performance records of ESG/SRI funds in the proper context.
  • Assess whether ESG/SRI funds have and are likely to fulfill their stated mandates.
  • Determine whether ESG/SRI investing is appropriate for individual clients.

Speakers
RH

Robert Huebscher

CEO, Advisor Perspectives, Inc.
WD

William Droms, CFA

Powers Professor of Finance Emeritus, Georgetown University


Wednesday October 16, 2019 3:30pm - 4:30pm CDT
101 DEFG