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Advisor Preferences for ESG/SRI Investing

With approximately 150 new fund and ETF launches in 2018, ESG/SRI investing has become a magnet for flows to asset managers. But what are the key motivators driving that trend among financial advisors? And, once an advisor has committed to an ESG/SRI approach, how do they go about selecting a mutual fund or ETF product?

This webinar will review the implications of a large-scale research study recently completed by Advisor Perspectives. Participants will learn:

  • What drives advisors to embrace an ESG/SRI approach? – Our research identified the key factors that hold advisors back from committing assets to ESG/SRI products, as well as the “hot-button” issues that are motivating asset allocation decisions.
  • How do advisors select an ESG/SRI fund or ETF? – Advisors weigh many metrics when selecting products – performance history, manager tenure, volatility, etc. Our research revealed which are the most and least important when it comes to selecting ESG/SRI products.
  • How can asset managers better serve advisors? – Each quarter, we survey our advisor audience to determine the key issues that they face in their practice and those that they hear about most often from clients. Our research also shows how advisors prefer to learn about new investment products.

Additionally, Leigh Jedeikin, CFP and Vice President, and Daniel Ong, CFA, Senior Portfolio Manager and Vice President, will present Dimensional’s approach to incorporating ESG considerations in its strategies, including identifying the specific needs of ESG investors, the screening and weighting criteria used in managing the funds, and the metrics used to evaluate the impact on reducing greenhouse gas emissions.

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