The US SIF Foundation's Center for Sustainable Investment Education will host a training on the Fundamentals of Sustainable and Impact Investment. The course will be held at Morningstar headquarters in Chicago from 2:00 PM to 5:00 PM on Wednesday, May 10, 2017.
Client demand for sustainable, responsible and impact investment (SRI) continues to grow. More than one out of every five dollars under professional management in the United States is invested utilizing SRI strategies. The course will give attendees historical context about SRI, explain how to incorporate SRI into investment portfolios via ESG integration and shareholder engagement, present an overview of the latest trends and research, and provide guidance on how to communicate your SRI expertise. The course will be led by expert sustainable investment practitioners.
Fees for Non-Conference Attendees:
US SIF Members $250
Non-US SIF Members $300
Full-Time Students $125
Attendees of the US SIF 2017 Annual Conference are offered a discount on Fundamentals of Sustainable and Impact Investment. To register for both the Fundamentals training and the 2017 Conference, A New Climate for Investing in Impact, click here.
Learn more about the online version of Fundamentals of Sustainable and Impact Investment.
Completion of Fundamentals of Sustainable and Impact Investment results in a certificate, 3 CFP® Board and 3 CFA Institute continuing education credits. IMCA has accepted Fundamentals of Sustainable and Impact Investment for 3 hours of CE credit towards the CIMA®, CIMC® and CPWA® certifications.
This course is part of the Center for Sustainable Investment Education. The Center for Sustainable Investment Education serves the growing need of investment professionals in the United States to gain expertise in the field of sustainable, responsible and impact investment. The Center provides high quality education, research and thought leadership on sustainable investment to investors, investment advisers, consultants and analysts. The Center is part of the US SIF Foundation which undertakes educational, research and programmatic activities to advance the mission of US SIF. US SIF: The Forum for Sustainable and Responsible Investment (US SIF) is the leading voice advancing sustainable, responsible and impact investing (SRI) across all asset classes. US SIF and its members advance investment practices that consider environmental, social and corporate governance criteria to generate long-term competitive financial returns and positive societal impact.
Wednesday, May 10, 2017 2:00 PM - 5:00 PM
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Morningstar22 West Washington StreetChicago, Illinois 60602
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