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:
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.