Fundamentals of Sustainable and Responsible Investment

Jay Owen SRI/ESG News

Ethical Markets highly recommends this course ! Hazel Henderson, Editor

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Fundamentals of Sustainable and Responsible Investment is a new introductory resource for investment advisors and other financial professionals who want to learn the basics of sustainable and responsible investment. It offers a unique blend of instruction and scenario learning that will enhance your ability to incorporate SRI into investment portfolios, understand the latest trends and research and communicate your expertise in sustainable and responsible investment. Completion of the course results in a course certificate and a better understanding of this rapidly growing industry.


Feedback from the course includes comments like these:

·     “… it gave a very good overview of SRI and (of) all of the ways you could implement it in asset management.”

·     ESG research was fascinating! I loved it!”


CE Credits:  The course has been approved both by the CFP® Board and by the CFA Institute for three (3) Continuing Education Credits. If you are a registered CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE tracking tool.


When:  Monday, October 28, 2013, 10:30am – 1:45pm, just prior to The SRI Conference


Where:  The Broadmoor, Colorado Springs, Colorado


What:  A four module course covering:

1) An Overview of SRI

2) SRI Portfolio Construction and Investment Selection

3) Current SRI Trends and Issues

4) Communicating Your SRI Expertise with Clients


Instructors:  Justin Conway, Calvert Foundation; Paul Ellis, Paul Ellis Consulting; Michael Lent, Veris Wealth Partners; Craig Metrick, Mercer; Cheryl Smith, Trillium Asset Management; Tim Smith, Walden Asset Management; Lisa Woll, US SIF: The Forum for Sustainable and Responsible Investment.


Cost:  A discounted rate of $195 includes lunch.


For more information and to register for the course:  Click here.  Course participants do not have to be registered for The SRI Conference, so please share this training information with colleagues in Colorado!


Questions:  Terry Thornton, Assistant Director of Professional Education, US SIF at 202-872-5347 or[email protected].


PLEASE JOIN US for the 24th annual SRI Conference on Sustainable, Responsible, Impact Investing October 28-30, 2013 at The Broadmoor in Colorado Springs, Colorado.

Steven J. Schueth

President, First Affirmative Financial Network

Host and Producer, The SRI Conference

2503 Walnut Street, Suite 201, Boulder, Colorado 80302

303-442-8400 / 877-540-4933 x101

[email protected].com

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