Impact Investing Workshop Sponsored by Glenmede October 11

A growing number of investors have discovered that environmental, social, and governance (ESG) factors can be incorporated into the investment process and add value to the portfolio. Research has resulted in an exciting new era in the discipline of Impact Investing. A spectrum of approaches has emerged, from identifying companies that adopt ESG-aware policies and practices to direct value-based investing. The result is more and more institutional investors are building impact criteria into their investment process.


Please join us on Thursday, October 11 as PAISBOA presents a special program on this exciting and growing opportunity. The seminar, sponsored by Glenmede, will begin at 11 a.m. at the PAISBOA Offices in Radnor Township.

Impact Investing, or sustainable investing, aligns an institution’s values with its investments, without sacrificing returns. Investors can make thematic tilts toward these planet, society, and faith-based goals:

Planet: Addresses our planet’s environmental challenges by focusing on carbon emissions, renewable energy, water stress, and pollution and waste.
Society: Tackles social justice challenges, including diversity & inclusion, employee welfare, human rights, data security, and product safety & quality.
Faith-Based: Aligns investments with Catholic, Jewish, Quaker, or other religious values.

Don't miss this fascinating workshop! To register, CLICK HERE.

Non-Members: $25 per person

This event is eligible for CPE Credit.

Learning Objective: After attending this program, participants will be able to define how environmental, social and governance factors can be incorporated into their school’s investment process.
Field of Study: Advisory Services
Instructional Method: Group Study
Program Level: Basic
Prerequisites: None
Advanced Preparations: None
Recommended CPE Credits: 1 in Advisory Services