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Concurrent Session Onsite and Online

NOT2238. Socially Responsible and ESG Compliant Investing

During this session we will discuss the complexities and pros and cons of socially responsible investing.


Learning Objectives:

  • Compare the pros and cons of socially responsible investing
  • Identify the importance of an investment policy and the role of the Investment Committee
  • Determine the feasibility of ESG
Date/Time
CPE Credits
1.5
NASBA Field of Study
Finance
Level
Intermediate
Prerequisites
3-5 Years in the Profession
Advanced Preparation
None
Session Tags
Specialized Knowledge CGMA