Equity and Fixed Income focused firms share their process for the integration of environmental, social, and governance (ESG) data in their respective investment processes, providing important insights to advisors looking to build sustainable portfolios.

Panelists discuss how direct impact investing, both nationally and taking place locally, plays an additive role in diversifying investment portfolios.

Participants learn the fundamentals of SRI/ESG/Impact investing from their peers including the role shareowner advocacy, various SRI/ESG screening methods, and tips and tools for establishing and growing an SRI/ESG/Impact advisory practice. The section will help advisors who are new to SRI and desire a better understanding how to communicate and incorporate SRI into their professional roles.

Panelists discuss the current state of Shareholder Advocacy and the progress of current initiatives.  Shareholder advocacy leverages stock ownership in publicly-traded companies to promote change.  Advocacy can take the form of a dialogue between shareholders and the company, the filing of a shareholder resolution, and proxy voting strategy.