A hotly debated topic over the last several years, ESG (Environmental, Social & Governance) investing has become a polarizing investment strategy. Pair that with recent domestic regulatory changes and disclosure pressures internationally, the measures of what constitutes ESG are ever evolving.
Join Kali Hassinger, CFP®, CSRIC® and Mallory Hunt, Portfolio Administrator & Investment Representative (RJFS), for our annual discussion on ESG investing as they share updates, discuss ESG basics, and provide information on The Center's ESG approach.
Kali Hassinger, CFP®, CSRIC® is a Financial Planning Manager and CERTIFIED FINANCIAL PLANNER™ professional at Center for Financial Planning, Inc.® She has more than a decade of financial planning and insurance industry experience.
Mallory Hunt is a Portfolio Administrator at Center for Financial Planning, Inc.® She holds her Series 7, 63 and 65 Securities Licenses along with her Life, Accident & Health and Variable Annuities licenses.
Incorporating sustainable investing criteria into the investment selection process may result in investment performance deviating from other investment strategies or broad market benchmarks.