A rapidly increasing number of investment advisory clients are demanding that portfolios be constructed to achieve more than purely financial goals. Investment fiduciaries are expected to ask about these special values-based considerations, and to incorporate them into investment policy. Advisors who have become skilled in this aspect of investing are enjoying a growing source of competitive advantage.
This half day conference will equip attendees with the knowledge base, the analytical tools, the informational resources, and the specialized investment framework necessary to meet the standards of competence and diligence in the field of Impact Investing.
As a special benefit, registrants will receive a $400 discount to the admission price of the impact investing conference SOCAP12, taking place at San Francisco’s Fort Mason Center between Oct 1-4.
Click here to learn more and register!