0      0

AICPA & CIMA ENGAGE 2021


PFP2104 - PFP2104. The Pros and Cons of ESG Investing


Jul 26, 2021 11:15am ‐ Jul 26, 2021 12:05pm

Description

This session will be a debate on the following proposition: "Allocating to investment products with an environment, social and governance (ESG) mandate faces too many challenges for advisors to overcome."  One panelist will take the "pro" side of this proposition and another will take the "con" side.

Learning Objectives:

  1. Outline if ESG products become overvalued because of the flow of assets to them
  2. Identify if there is a clear, universal definition of what constitutes an appropriate ESG investment
  3. Recognize if expense ratios and other costs of ESG products too high
  4. Define how you accommodate clients with different ESG preferences
  5. Describe whether you can measure ESG products are effectively delivering on their mandate

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

Speaker(s):

Tags: PFP
Category: Concurrent Session Onsite and Online

You must be logged in and own this session in order to post comments.

Print Certificate
Completed on: token-completed_on
Print Transcript
Please select the appropriate credit type:
/
test_id: 
credits: 
completed on: 
rendered in: 
* - Indicates answer is required.
token-content

token-speaker-name
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
/
/
token-index
token-content
token-index
token-content