Socially Responsible Investing- Evaluating Sustainable Investments | Presentations + Exhibits | The Source Weekly - Bend, Oregon

Presentations + Exhibits

Socially Responsible Investing- Evaluating Sustainable Investments

When: Tue., Aug. 11, 6-6:45 p.m. 2020

Jack Schniepp discusses the value of choosing Socially Responsible Investments (SRI) when making a financial plan. This approach allows clients to match their values with their portfolio selections. During the presentation Jack demonstrates how this is accomplished through incorporating Environmental, Social, and Governance (ESG) investment screening criteria.

Price: Free

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