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Sustainable Investing: The ESG Perspective

4.4 (21)

Terri Mcgray, CFP, Others

longevitycapitalmgmt

Tuesday, November 19, 2019 | 01:30 PM EDT

  • CPA

1.5 Credits

FREE

Subject Area

Finance

Upcoming Webinars

Course Description

ESG (Environmental, Social and Governance) investing has grown in popularity not just because these companies have a positive impact in the world, but also because it gives investors a chance to do good and make money at the same time. In other words, ESG appeals to the altruistic nature inside many of us. Around a quarter of millionaires in the U.S. are Millennials and these investors, in particular, have shown a strong interest in putting their money where their values are. As this generation comes into more wealth, this growing trend may be here to stay.

Learning Objectives

  • 10 reasons why ESG investing is gaining momentum.
  • Why ESG is fundamentally important to all of our investment decisions.
  • How and why ESG investing aligns with clients.
  • Understand the role of ESG investing in the investment landscape and the drivers behind the increased interest.
  • Identify the legal and compliance issues surrounding ESG and the environmental issues ESG seeks to addresst.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounts Director
  • Business Owner
  • CFO/Controller
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Enrolled Agent
  • Entrepreneurial CPA
  • Finance Director
  • Finance Pros
  • Others
  • Outsourced CFO
  • Tax Practitioners
  • Tax Pros
  • VP Finance

Testimonial

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    [average] => 4.3810
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4.4

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