ESG Webinar Recap

 In Financial Planning, Investments

Our April webinar focused on ESG Investing. The presentation covered topics including what is ESG Investing, the value of ESG Investing to the Investor and methods to incorporate ESG Investing into your portfolio. Melissa Joy CFP® founder of Pearl Planning presented this 12- minute informative webinar.

If you missed our webinar, no problem, we’ve got a recording for you. Even better…here’s a cheat sheet of highlights of the webinar with the minute in the video so you can fast forward if your time is limited.

[0:02] Welcome

[0:48] What is ESG Investing

[3:42] The ESG and Impact Investing Landscape

[5:41] The Value of ESG Investing to the Investor

[6:52] The Value of ESG Investing

[8:08] Performance Penalty with Sustainable Investing

[9:50] Methods to Incorporate ESG Investing into your Portfolio

[11:48] Wrap-up & Contact Info

Any opinions are those of Melissa Joy CFP® and not necessarily those of Raymond James. The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete.  Expressions of opinion are as of this date and are subject to change without notice. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. This investment strategy (ESG) may result in investment returns that may be lower or higher than if decisions were based solely on investment considerations. Keep in mind that there is no assurance that any strategy will ultimately be successful or profitable nor protect against a loss.