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"Investment Consultants and Responsible Investing" was released by the Social Investment Forum in December, 2009.  Forty U.S. investment consulting firms were surveyed regarding client interest in environmental, social, and governance (ESG) criteria.  Survey results indicated the "nearly unanimous view that client interest in ESG is not a passing phenomenon, but will grow over the next three years" due to "climate change, and impending climate regulation, a growing public interest in 'green' issues, and social responsibility, and foundations' embrace of mission-related investing."  12.09

Friday, November 2, 2007
4:40 PM - 5:40 PM

Seek and Ye Shall Find: Introducing SRI to Socially Conscious People

Speaker(s)
Steve Schueth President, First Affirmative Financial Network
Danielle Burns MBA, AIF Business Development Consultant, First Affirmative Financial Network
Holly Testa Business Development Consultant, First Affirmative Financial Network

Description
This session is for those who are looking to grow their businesses by attracting new socially conscious clients. We will talk through an ?SRI Basics? presentation that is designed to introduce the concept of sustainable and responsible investing, discuss the real world opportunities and challenges of owning an SRI portfolio, and address the myths commonly held by those who are just recognizing their inner desire for investments that can make a difference in a troubled world. You can expect this to be an interactive session where we will learn from each other.