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PFP2119
PFP2119. The Pros and Cons of ESG Investing
Date
July 27, 2021
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from the conference: Advanced Personal Financial Planning (as part of AICPA & CIMA ENGAGE 2021)
This includes sessions from AICPA & CIMA ENGAGE 2021:
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
Speakers
Robert K. Huebscher, MBA
Founder, Advisor Perspectives
Chief Research Officer, Buckingham Wealth Partners
CEO, Vert Asset Management
Tracks
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