Advisor Preferences for ESG/SRI Investing

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With approximately 150 new fund and ETF launches in 2018, ESG/SRI investing has become a magnet for flows to asset managers. But what are the key motivators driving that trend among financial advisors? And, once an advisor has committed to an ESG/SRI approach, how do they go about selecting a mutual fund or ETF product?

This webinar will review the implications of a large-scale research study recently completed by Advisor Perspectives. Participants will learn:

• What drives advisors to embrace an ESG/SRI approach? – Our research identified the key factors that hold advisors back from committing assets to ESG/SRI products, as well as the “hot-button” issues that are motivating asset allocation decisions.
• How do advisors select an ESG/SRI fund or ETF? – Advisors weigh many metrics when selecting products – performance history, manager tenure, volatility, etc. Our research revealed which are the most and least important when it comes to selecting ESG/SRI products.
• How can asset managers better serve advisors? – Each quarter, we survey our advisor audience to determine the key issues that they face in their practice and those that they hear about most often from clients. Our research also shows how advisors prefer to learn about new investment products.

Additionally, Leigh Jedeikin, CFP, Vice President, and Daniel Ong, CFA, Senior Portfolio Manager and Vice President, will present Dimensional’s approach to incorporating ESG considerations in its strategies, including identifying the specific needs of ESG investors, the screening and weighting criteria used in managing the funds, and the metrics used to evaluate the impact on reducing greenhouse gas emissions.

All presenters will answer attendees’ questions during the webinar and will be available to continue the discussion on  APViewpoint.

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CFP Board® and IMCA® CE credit

The CFP Board® has accepted the LIVE program for one hour of CE credit towards the CFP® certification. If you provide the required information during the webinar registration process and stay for the entire session we will report your attendance to these organizations.

IMCA® has accepted this program for one hour of CE credit towards the CIMA®, CIMC® and CPWA® certifications. If you provide the required information during the webinar registration process and stay for the entire LIVE event we will report your attendance to IMCA®. If you watch the ON-DEMAND event please email us at [email protected] for the IMCA® webinar ID to self-report your attendance.

Speakers

Leigh Jedeikin, CFP®
Vice President
Dimensional

Leigh Jedeikin is a Vice President and Regional Director in the Santa Monica office. Leigh rejoined Dimensional in 2014 from inStream Solutions, where he was a Director and responsible for marketing and new business development. Previously at Dimensional, Leigh was a Regional Director working closely with advisors on practice management initiatives, educating advisors on capital markets research, and consulting on portfolio construction ideas. Leigh began his career in 2004 as a consultant at FactSet Research Systems in San Francisco.

Leigh earned a Bachelor of Science degree in Business Administration from the University of San Diego and a Master of Business Administration from the University of Arizona. He is a CERTIFIED FINANCIAL PLANNER™ professional.

Daniel Ong, CFA
Senior Portfolio Manager and Vice President
Dimensional

Daniel Ong joined Dimensional in 2005 and is now a Senior Portfolio Manager and Vice President on the International Equity team in the US. Before coming to Dimensional, he was an account manager at Metropolitan West Asset Management and a structure analyst at Pacific Investment Management Company (PIMCO). Daniel received the Chartered Financial Analyst® designation in 2001.

Daniel earned his MBA with concentrations in finance and accounting from the University of Chicago Booth School of Business in 2005. He also holds a BA in economics from the University of California, Irvine.

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher founded Advisor Perspectives in 2007, following a 25-year career in the financial services and information technology industry. In 1982, he founded the Investment Software Division of Thomson Financial, and oversaw the introduction and development of its flagship product, PORTIA, currently the leading portfolio management system for buy side investors. In 1990 he founded Hub Data, a redistributor of market data and corporate action information. He sold Hub Data to Advent Software in 1998, and this business continues today as Advent Market Data. He was an officer of Advent until 2002. Beginning in 2003, he served as a consultant to a number of businesses in the wealth management industry. Mr. Huebscher has a BA from Connecticut College and an MBA from Harvard University. He serves on the boards of several local charities.

Under his guidance, Advisor Perspectives has grown to be a widely respected publication for financial advisors, with editorial coverage focusing on investments, financial planning, the economy and practice management. It is also the home to APViewpoint, the largest on-line community for financial advisors, with approximately 18,000 members. Over the last two years, Bob and his team have introduced a market research service to help asset managers understand trends in the advisory industry, and the presentation you are about to see today is an outgrowth of that research service.