MMI NetMeeting - Helping Financial Advisors Integrate Sustainable Investing

May 23, 2019 | MMI NetMeeting

More than a quarter of assets under management (AUM) worldwide are invested in “sustainable” strategies, and investors – both individual and institutional and at all wealth levels – are increasingly interested in integrating these strategies into their financial plans and investment portfolios. Many asset managers and global financial institutions have embraced sustainable investment and are expanding their related services to grow their businesses. Financial Advisors can do the same, but many need guidance on where to begin.

This MMI NetMeeting will unpack the why, what, and how of sustainable investing. Building on the new Fundamentals of Sustainable Investment: A guide for financial advisors from MMI and The Investment Integration Project (TIIP), our expert panel will:

  • confront pervasive industry myths about sustainable investment and explain the realities;
  • disentangle the complicated web of vocabulary used to describe sustainable investment; and
  • provide practical recommendations on how firms can help advisors implement sustainable investing with clients.

Introduction:
Arlen Oransky, 
SVP, Chief Membership and Programs Officer, MMI

Moderator:
William (Bill) Burckart,
 President, The Investment Integration Project (TIIP)

Panelists:
Robert W. Dannhauser, 
CFA, FRM, CAIA, Head of Global Private Wealth Management, CFA Institute
Kelly Major Green, Institutional Consultant, Graystone Consulting, a business of Morgan Stanley
Mirtha Kastrapeli, Managing Director, Global Head, Center for Applied Research, State Street Corporation

Duration: 
50 minutes (including time allocated for Q&A) 

CE Credit: 
Investments & Wealth Institute® has accepted this NetMeeting for 1 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.

Please contact MMI with any questions at (646) 868-8500 or events@mminst.org