Learn from top thought leaders about the data, methods, and analysis required to make an informed investment recommendation for investors, and how to communicate this effectively to your clients.
How can advisors determine which passive ESG solution to select for clients? What goes into the formulation of ESG Indices, and why is there so much variation? In this session, learn from top thought leaders about the data, methods, and analysis required to make an informed investment recommendation for investors, and how to communicate this effectively to your clients.
Speaker:
Margaret Dorn
Senior Director and Head of ESG Indices, North America, S&P Dow Jones Indices
Premier Continuing Education (CE):
- 1 hour of CE credit for CIMA®, CPWA®, and RMA® certifications
- Credit is automatically uploaded to your certification record(s) but can take up to 24 hours to be reflected
- One year from the date purchased