Over the past two years, funds with an intentional ESG mandate increased by 42% for a total of 273 funds as the industry competes to access the next generation of wealth.* As an array of options hit the market, we can benefit from gaining a deeper understanding of the ways to maximize investment returns as well as our impact on the world around us.
Join us to learn more about social impact investing, including
- How it has evolved in recent years
- Emerging opportunities that exist for managers and investors
- How to allocate and evaluate performance for an ESG fund
Lianna Peto, Moderator, Manager Research Consultant, Investment Advisory Group at Hartford Funds.
Panelists
Tara R. Hedlund, CFA, CPA
Senior Vice President, Portfolio Manager and Senior Equity Analyst for Pennsylvania Trust.
Meg Vorhees, Director of Research for US SIF.
Quyen Tran, Portfolio Specialist, Wellington Management.
Emily Thomas, CFA, Vice President, Morgan Stanley.
Light fare and refreshments will be served at the event.
Registration proceeds will benefit host charity.
* Wealth Management.com: “Sustainable Investing Comes of Age” – June 2018