Complimentary Invite: RIA Channel 2023 ESG Practice Playbook – 3 CFP / IWI / CFA CE Credits Available
November 2, 2023
Please join us for our next installment of our ESG Practice Playbook series with RIA Channel, specifically designed to train advisors on integrating ESG strategies with their existing practice. Join us for this complimentary 3-hour interactive program that will cover topics such as:
Improving client reporting with better climate data and portfolio analytics
Impact of climate change on client portfolios
Investing in the transition to a more sustainable economy
Importance of investing in nature-based solutions
Water investing trends and opportunities
Values-based innovation: Today’s superpower for engaged advisors
Wednesday, November 29, 2023
12:00 PM – 3:00 PM ET
3 CFP / IWI / CFA CE credits available
On-Demand Replay will also be offered Register
We are happy to offer this complimentary event for financial professionals. Feel free to reach out anytime, as we are always here to help you leverage your knowledge and grow your sustainable investing practice. We look forward to seeing you then!
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The asset allocation of the model portfolios listed above are proprietary to and developed by GWM. Different types of investments and strategies involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be profitable. It is important for Investment Advisers to review with their clients their investment objectives, risk tolerance, time horizon, liquidity needs, and tax consequences related to the strategies in this presentation at least annually. Any investment involves a high degree of risk, including the risk that the entire amount invested may be lost. Many factors affect performance including changes in market condition, changes in interest rates, and market responses to economic, political and social developments.
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Gitterman Asset Management, LLC (GAM) may recommend the use of Independent Managers as part of an asset allocation model or as an independent strategy. GAM is not compensated in any way for the endorsement of any Independent Managers.
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