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This session will be a discussion on how aggressively advisors should allocate to investment products with an environment, social and governance (ESG) mandate. We will present a series of concerns about ESG investing, and our panelists will respond to those concerns from a practical perspective and from the standpoint of academic research.
Learning Objectives:
Outline if ESG products become overvalued because of the flow of assets to them
Identify if there is a clear, universal definition of what constitutes an appropriate ESG investment
Recognize if expense ratios and other costs of ESG products too high
Define how you accommodate clients with different ESG preferences
Describe whether you can measure ESG products are effectively delivering on their mandate
