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WEBINAR: Is Socially Responsible Investing Right For You?
September 17 @ 1:00 pm - 2:00 pm
Socially Responsible or ESG Investing – an approach that takes into account a company’s impact on the world through the lens of environmental, social, and corporate governance – is a rapidly growing part of today’s investment landscape. According to GSIA, a total of $30 trillion in assets are invested in this fashion across the globe (for context, the total value of the S&P 500 index is about $23 trillion) with growth in ETF assets in the space up 200% over the last decade.
Join us as we discuss ESG Investing with Pat Brown, Portfolio Manager for Dimensional Fund Advisors. We will cover:
- An overview of the sustainability investing landscape
- Clarifying the jargon of socially responsible investing
- The case for sustainability investing (and its tradeoffs)
- Key considerations when implementing a sustainability strategy
Whether you are interested in learning about how these investments can help align your portfolio with your values, make a positive difference in the world, or simply want to better understand this growing area of the market, this event is for you. Register Here
About the Speaker – Pat Brown, Portfolio Manager for Dimensional Fund Advisors
Pat Brown manages equity and real estate portfolios out of Dimensional’s Santa Monica office. Prior to Dimensional, he served as a first lieutenant in the US Army at Fort Bliss in El Paso, Texas. Pat also worked in institutional investment consulting at AndCo Consulting (previously The Bogdahn Group), building relationships with institutional investors to provide fiduciary asset allocation, investment manager selection, and performance monitoring guidance. Pat has a BA in classics from Notre Dame and an MBA in analytical finance and accounting information and management from the Kellogg School of Management at Northwestern University. Pat is a CFA® charterholder and is FINRA Series 7 and 63 licensed.