April 18, 2017
Do Your Client's Investments Align with Their Values?
presented by Abdur Nimeri
Do Your Client’s Investments
Align with Their Values?
Investors have various motivations for incorporating environmental, social and corporate governance (ESG) considerations and values in their investment portfolios. ESG refers to the three central factors in measuring the sustainability and ethical impact of an investment in a company or business. Some investors need to meet mandated environmental or social goals, others do it for reputational or political reasons, while others may act on a belief that strong ESG companies will outperform over a long time horizon. This presentation will discuss how an ESG orientation can affect the performance of the portfolio and how best to structure and ESG-oriented portfolio to deliver strong performance.
Tuesday, April 18, 2017, The Fawcett Center, 2400 Olentangy River Road - Clinton Room
7:30am - 7:55am - Registration, Breakfast & Networking
7:55am - 8:15am - FPA Business/featured Sponsor
8:15am - 9:15am - Program (complete attendance for CE credits is required)
9:15am - 9:30am - After-program Q &A/Networking
Registration is Now Closed. On-site Registrants cannot be accommodated.
2nd Quarter Parking Pass (be sure to click on the pass and print to bring to meeting) This pass may be used for meetings at the Fawcett Center for the 2nd quarter of 2017, so you may print it and use it through the June meeting.
Members - $25, Non-members/Guests - $50, Student Non-members - $25
Student Nonmembers may attend up to 2 programs for free, after that the cost is $25.
Student Members - No charge!
Season Pass Holders - No charge!
First Time Guests - No charge (one-time registration only, after that you must pay the non-member price). If you have ever registered for an FPA Central Ohio meeting before, you will be charged $50.
We are approved for 1 hour of CFP and Ohio Insurance CE credit each. Please arrive prior to 8:15am to ensure that you can sign in for CE credits - No Exceptions!
Please register by NOON on April 13 we cannot guarantee availability after that date. Cancellations accepted up until NOON on April 13, after that no refunds or credits will be given.