The realities of ESG investing: Why everything you think you know is wrong – Vise – 10.22.21

October 18, 2019

Overview:

Title: The realities of ESG investing. Why what you think you know is wrong.

Date: Friday, October 22, 2021

Time: 1:00 PM Eastern Daylight Time

Duration: 1 hour

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Accepted for one hour of CFP^®, CFA^® & CIMA^®, CIMC^®, CPWA^® or RMA CE Credit for live webcast attendees. RIA Database is registered with the CFA Institute as a Sponsored Provider of Live CE Programs for CFA Charterholders. To receive credit, please enter your CFP Board Number/CIMA ID Number/CFA Institute ID below.
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Summary:

Now On Demand. It’s never been easier to invest sustainably—at least that’s what asset managers want you to believe. Many of the 836 funds that the US SIF call sustainable investments often look like products your clients already own, just with a shiny green label. What you think you know about ESG investing is wrong. So how can advisors use technology to deliver personalized investing and better ESG outcomes? Join us for a conversation on the state of ESG investing. Hear new insights from Travis Fairchild, CFA^®, Senior Investment Strategist at Vise, and Vered Frank, CFP^®, Head of Product Marketing at Vise, about:

Which common ESG and SRI investing beliefs are false.
What the latest trends in sustainable investing mean for advisors.
How advisors can use technology to deliver values-based investing strategies.

Speakers:

Travis Fairchild, CFA^® Senior Investment Strategist Vise

Travis is a Senior Investment Strategist at Vise. He spent the past 12 years as a portfolio manager at O’Shaughnessy Asset Management, where he helped in the development of their custom indexing platform, research capabilities, and tax optimization tools, amongst more. Travis currently holds Chartered Financial Analyst (CFA) and Financial Risk Manager (FRM) designations.

Vered Frank, CFP^® Head of Product Marketing Vise

Vered Frank is the Head of Product Marketing at Vise. Vered has over 15 years of financial strategy, product and marketing experience – shaping, refining, and driving the adoption of 40+ consumer-facing financial products and services in the IBD, Direct, and Brokerage channels. Prior to joining Vise, Vered spent 8+ years at Charles Schwab in a variety of product and marketing leadership roles including leading product marketing for Charles Schwab Bank.