US SIF Releases Updated Road Map For Financial Advisors
The US SIF Foundation, headquartered in Washington, D.C., has released a guide to sustainable investment for financial advisors.
Entitled “Incorporating Sustainable Investing into Your Practice: A Roadmap for Financial Advisors 2021,” the guide details the steps advisors can take to begin offering sustainable investment services or enhancing them.
Environmental, social and governance (ESG) investing, also known as sustainable investing, allows socially conscious investors to put their money to work for the causes they support. In recent years, sustainable investing in the U.S. has grown from $12 trillion to $17.1 trillion, US SIF said, representing one out of every three dollars under professional management.
To harness those investable client assets, US SIF’s guide tells advisors how to add relevant products, discuss sustainable investment with clients, update clients’ investment policy statements, identify asset allocation and investment options, measure and manage impact, and communicate expertise to clients.
To access a free copy of the guide, visit the US SIF website store.
Dynasty Partners With MIT’s Sloan School To Offer RIA Exec Ed Course
Dynasty Financial Partners, headquartered in St. Petersburg, Fla., has partnered with the Massachusetts Institute of Technology’s Sloan School of Management to offer an executive education course exclusively for C-suite executives employed at independent registered investment advisors.
The “Advisor to CEO” program, created to foster an impactful community of leaders and companies, includes a three-day event scheduled for May 2022 on MIT’s campus in Cambridge, Mass. The goal of the course is to help industry leaders go from being top advisors within larger organizations to being CEOs of top RIA firms that have multiple business lines and offices.
In addition to the MIT on-campus event, Dynasty CEOs will participate in “intimate” CEO-only roundtables that encourage relationship building and peer-sharing, interactive fireside chats on key leadership topics, optional self-assessment on personal leadership and work style, and voluntary one-on-one follow-up coaching to reinforce what students have learned.
For further information, visit the Dynasty Financial Partners website.