Wednesday, Nov 19, 2014 - 10:00am to 11:30am CST
Corporate Social Responsibility can be much more than a cost, a constraint or a charitable deed – it can be a source of opportunity, innovation and competitive edge. Companies that are good social citizens can both positively address societal issues and outperform their competitors. This webinar provides insight about how Socially Responsible Investing provides individuals and institutions the opportunity to reward companies that are good corporate citizens by investing in those companies. It addresses how investment in these companies will further support their ability to innovate and grow their bottom line while progressively addressing societal issues. Investors will learn about opportunities to support causes they care about while achieving market rate returns.
Participants will learn:
- The context and evolution of Socially Responsible Investing (SRI) from its Quaker roots to its modern day interpretation and implementation
- The idea that individuals and institutions can simultaneously align their investments with their values, produce competitive returns, and make a significant impact on a local and/or global scale
- The intergenerational wealth transfer to women and Millennials – both of whom are inclined to align their investments with their values – are controlling a greater share of assets
- The significant challenges humanity faces around food scarcity, water scarcity, global obesity and energy efficiency, and how S2I (Socially Innovative Investing) interprets and thoughtfully constructs portfolios to meet those challenges
Family office executives and staff, advisors and family members