In our ever-divided political environment, ESG (Environmental, Social & Governance) investing has taken center stage. Some challenge that financial firms are advancing diversity, social justice, and climate change agendas with ESG investing. Others refute that agenda pushing misrepresents ESG investing goals and strategies. Meanwhile, investors are left to sort through headline clutter in order to find the best investment products to suit their needs.
Join Kali Hassinger, CFP®, CSRIC™, CDFA® and Jaclyn Jackson, CAP® as they introduce you to the strategies, approaches, benefits, and concerns related to ESG investing.
This webinar will help you understand...
Why ESG investments have become a political focal point
ESG Integration & the New ESG Lens
The Center’s ESG Portfolio and Investment Process
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.
Jaclyn Jackson, CAP®, is a Portfolio Manager at Center for Financial Planning, Inc.® She manages client portfolios and performs investment research.