Accepted for CFA®, CIMA®, and CFP® credit

A complimentary webinar for financial advisors and wealth managers

ESG investing continues to gain traction in the U.S. and with more interest comes more opportunity. Join us and our panel of industry practitioners as we explore the expanding range of passive ESG solutions, and how they can be used as fundamental building blocks in broader asset allocation strategies.

Topics will include:

  • A closer look at the spectrum of passive solutions available to those looking to incorporate ESG into their core strategies
  • Recent research comparing ESG indices with traditional beta benchmarks
  • How wealth managers are positioning ESG to their clients and addressing any skepticism
  • Understanding the right "ESGness" to fit specific client goals, including the differences between ETF and mutual fund solutions

Speakers include:

  • Jason Chen, Research Analyst, DWS Research Institute
  • Margaret Dorn, Senior Director, ESG Client Engagement, North America, S&P Dow Jones Indices
  • Victor Orozco, Managing Partner, Bair Financial Planning
  • Brie Williams, Head of Practice Management, State Street Global Advisors

Featured Speakers

Jason Chen, DWS Research Institute

Research Analyst

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Margaret Dorn, S&P Dow Jones Indices

Senior Director, Head of ESG Indices, North America

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Victor Orozco, CSRIC™, Bair Financial Planning

Managing Partner

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Brie Williams, State Street Global Advisors

Head of Practice Management

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