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AICPA & CIMA ENGAGE 2021

PFP2119 - PFP2119. The Pros and Cons of ESG Investing


Jul 27, 2021 11:15am ‐ Jul 27, 2021 12:30pm


Standard: $49.00

Description

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

Speaker(s):

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