The greatest wealth transfer in history has begun to take place, with women and millennials inheriting an estimated $41 T in the next few decades. These consumers want to make holistic decisions with all of their money, including their investment dollars. They are requiring that their advisor provide them access to tools to invest their money in line with their values, and in a way that directs capital to solving our biggest systemic risks (e.g. climate change). In this interactive session, we’ll discuss the tools at your disposal to serve these increasingly important demographics.
- Develop an understanding of the language and meanings of the many acronyms in the industry: SRI, MRI, ESG, impact investing and more…
- Analyze the specific methodologies powering investment vehicles that are available to meet client objectives
- Discuss how continually learning about current sustainable, responsible impact investing vehicles can help you retain clients, especially during estate and inheritance planning processes.
Level of Complexity: Intermediate