Sustainable Investing

MODERATOR

Matt Barley, RICP®
Director of Advisor Sales

Magnifi by TIFIN

Tuesday

2:00 PM ET

11:00 AM PT

The Search for Sustainable Investment Leaders

More and more clients are looking for ways to vote with their wallets through sustainable investing. Yet, many advisors still believe sustainable investing comes at the expense of investment returns. What can we do to help shift this narrative and equip financial advisors with the tools they need to educate themselves and their clients?  

WealthManagement.com is excited to be joined by Putnam Investments, Advisor Resource Council, and Magnifi by TIFIN for a panel discussion about:

• Current trends and key long-term themes within sustainable investing 
• How to integrate sustainable investing into client portfolios
• Tools for advisors to screen for sustainable investment opportunities

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been approved.

PRESENTER

Stephanie Dobson

Portfolio Manager
Putnam Investments

PRESENTER

Jean Paul Lagarde

Chief Investment Officer
Advisor Resource Council (ARC)