Event Calendar
Help for this page My CE Transcript

Making sense of the ESG trend: How to help clients invest their values

As U.S. sustainable fund assets continue to break records,¹ ESG investing is likely becoming a more common part of your client conversations. Join two Vanguard ESG experts as they answer your questions and explore the nuances of the explosive growth in the ESG industry.

Sarah Hersh, senior ESG product manager in the Portfolio Review Department, and Doug Grim, senior investment strategist in the Investment Strategy Group, will use your questions as a starting point as they share insights into Vanguard’s ESG approach and our current ESG product lineup. They’ll also discuss risk and performance considerations for clients who are interested in sustainable investing.

You’ll hear discussion of topics like:
Whether clients pay a performance price to invest their values. How you can incorporate ESG into clients’ portfolios. Vanguard’s “engage, allocate, avoid” approach to ESG.

Learn More

Wednesday, December 1, 2021
1:00 PM - 2:00 PM Eastern Time


Website for Location

Event ID  169