Partner Event: Fundamentals of Sustainable and Impact Investment

Host: US SIF Foundation | The Center for Sustainable Investment Education

Join us at Hotel del Coronado in San Diego on Wednesday, November 1, 2017 from 8:30 AM to 12:00 PM (PT) for a training on the Fundamentals of Sustainable and Impact Investment.

Fundamentals of Sustainable and Impact Investment will provide tools for financial advisors and other investment professionals to meet the growing client demand for sustainable, responsible and impact investing (SRI). The course, taught by experts in the field, will cover the following topics:

Module I: An Overview of Sustainable, Responsible, and Impact Investing

  • Introduction and Brief History of SRI
  • Strategies for application of SRI
  • Growth Trends in SRI

Module II: Approaches to ESG, SRI Portfolio Construction Considerations and Shareowner Advocacy

  • Asset class mix and weighting, ESG analysis
  • Selecting public equity, fixed income, cash, alternative investments and community investments for an SRI portfolio
  • Active shareowner strategies

Module III: Performance Studies, Fiduciary Standards, and Other Key Issues 

  • Financial performance studies and meta-studies
  • ERISA and Fiduciary Duty
  • Trending Topics and Issues

Module IV: Communicating your SRI Expertise with Clients

  • The value of adding SRI to your practice
  • Addressing perceptions of SRI
  • Working with clients and building a client base

Completion of Fundamentals of Sustainable and Impact Investment results in a certificate, 3 CFP® Board and 3 CFA Institute continuing education credits. IMCA has accepted Fundamentals of Sustainable and Impact Investment for 3 hours of CE credit towards the CIMA®, CIMC® and CPWA® certifications.


US SIF Members: $250


Student (Full-Time): $125

For more information and to register for the course, please Click Here.

If you have any questions please contact Michael Young, our Manager of Education Programs. He can be reached by phone (202-872-5304) or email (

We look forward to seeing you in San Diego!


November 01, 2017 at 8:30am - 12pm
Hotel Del Coronado
Michael Young · · (202) 872-5304

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