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Financial Services Roundtable: Sustainable Investing
Sustainable Investing: Aligning Your Money with Your Values
Sustainable investing is one of the most rapidly growing sectors in the investing marketplace—currently one in three dollars are invested using sustainable investing strategies. But what is sustainable investing? Numerous terms (such as socially responsible investing, impact investing, ESG investing) are used interchangeably, creating further confusion among investment professionals and their clients. Join Karen Shapiro as she discusses how investors are connecting their twin goals of generating long-term competitive financial returns and positively impacting society through their investors.
About the presenter:
Karen Shapiro is the Director of Sustainable Investing and Financial Advisor with Provo Wealth Management Group* in Shrewsbury. As an environmental scientist and financial advisor, she brings a deep understanding of how investors can do well by doing good when aligning their money with their environmental and social values. Karen received her B.S. from Rutgers University and her M.S. from Harvard School of Public Health.
* Securities offered through Securities America, Inc., member FINRA/SIPC. Advisory services offered through Provo Wealth Management Group. Provo Wealth Management Group and Securities America are separate entities.
Date and Time
Tuesday Apr 27, 2021
10:00 AM - 11:00 AM EDT
Location
Zoom invitation will be shared with all registered attendees.
Fees/Admission
No charge. For financial services industry only.