How can your client values be integrated with your investment strategies?
View as Web Page | | | | | | | | | | | | Bridging the gap: How diversity is driving impact investing
Dec 08, 2020 | 2 PM ET/11 AM PT | | | | 2020 is the year of impact. The last time we had a year of impact? 2019. And 2018 before then. Year after year investors are making it known they want to invest in causes they’re passionate about – a trend we see continuing in the years ahead. | | | | How can client values be integrated with their investment strategies? How can you help investors evaluate their charitable giving and impact investments? In this webinar, financial services leaders will learn how pairing sustainable investing options that investors are seeking with Donor-Advised Funds (DAF) and charitable trusts creates a holistic approach to making social impact. | | | Join us for this session while we explore:
Strategies for addressing the needs and desires of an increasingly diverse client base at scale. The triple-impactof Donor-Advised Funds & Impact to amplify customer Trends and data on critical audiences and impactinvesting behaviors: Gender-lens, including how to support women in the workplace What motivates millennials to invest – and how to create deeper relationships and retention Channeling intrinsic desires into actionable giving around inequity and social justice Health and environmental How DAF, Charitable Trusts and impact investing can be an effective means for attracting and retaining investors |
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| REGISTER NOW |
| Kevin McGrath
Executive Vice President, Business Development
RenPSG
(Speaker) | | | Jenifer Cannon
Vice President, Business Development
Impax Asset Management LLC
(Speaker) | | | Erika Blaney
Executive Vice President, Marketing Strategy
RenPSG
(Moderator) | | |
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