Making An Impact: Why SRI And Personal Values Investing Are On The Rise




Click Here For The Presentation Slides


Complimentary Webcast


September 21

2:00-3:00 pm ET



Sponsored by     


Kathleen Murphy
Sharon Epperson

Ron Cordes

Executive Co-Chairman,


John Battaglia
Aris Corporation


Today’s advisors and their clients are demanding investments that more closely align with their personal values and making a difference through purpose in today’s world. Sustainable, responsible and impact investing (SRI) assets, for example, have expanded 76 percent in just the last two years, meaning that assets managed with SRI strategies now account for more than one out of every six dollars under professional management in the United States.


Join AssetMark Executive Co-Chairman Ron Cordes and Aris Corporation President John Battaglia for a special webcast where they examine:


  • Increasingly important role of SRI in today’s investment universe
  • What is driving demand for Personal Values investing
  • Best Practices and investment alternatives
  • Outlook for the future


"This event is being conducted by Financial Advisor Magazine. LPL Financial, Ron Cordes, John Battaglia, and Financial Advisor Magazine are separate entities. LPL Financial is not responsible for any direct or incidental loss incurred by applying any of the information offered."




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