Error loading player: No playable sources found
PFP2342
The End of ESG Investing: A View from Outcomes and Evaluation
Date
June 7, 2023
$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 2023)
This includes sessions from AICPA & CIMA ENGAGE 2023:
Environmental, social and governance (ESG) strategies have experienced a massive inflow of capital despite a lack of evidence that ESG investing accomplishes its purported goals and without investors having information, tools and methods to evaluate and communicate their ESG objectives. Without these tools, it is impossible for investors with ESG intent to know if they are getting what they are paying for, to distinguish between investment managers based on non-financial objectives or to improve the likelihood of achieving positive ESG investing outcomes. This session highlights key challenges faced by ESG investors and portfolio managers implementing ESG investment mandates, provides guidance on the information required to make informed ESG investing decisions and proposes a performance evaluation and attribution framework to support the ESG investment management process.
Learning Objectives
- Describe the importance and challenges of defining non-financial investment objectives for a portfolio with an ESG investment mandate
- Articulate the relationship between ESG performance evaluation and ESG investment objectives
- Evaluate portfolio performance (including non-financial portfolio impact) for a portfolio with an ESG investment mandate
Speaker
Stephen M. Horan, Ph.D., CFA, CIPM, CAIA
Executive Director, Financial Planning Review
Session Categories
Related Products
Curated Planning for Individuals with Incapacity or Other Disabilities (PFP, EST)
Whether you are a parent, sibling, child, or advisor to an individual with a disability or incapacity, this program will enhance your ability to help them improve their life. There are around 61 million people with a disability in the United States…
Soft Side of Retirement
Retirement planning is more than just building a nest egg. This presentation introduces the three pillars of life satisfaction in retirement – relationships, health and money…
Reading a Will and Trust Documents (EST, TAX, PFP)
In this fast-paced, interactive session, we’ll examine key language in a Will and trust agreement to break down the most important provisions in plain English. We’ll also explain how an when a revocable trust becomes irrevocable and the tax implications…
Investment Best Ideas Panel
As CPAs we can bring a comprehensive financial view to our clients like no one else can. Learn how to leverage your knowledge and the expertise of others to help support your clients’ needs…
