There is a mindshift taking place in the financial industry that has both asset owners and managers increasingly treating ESG investing as part of their fiduciary duty. Further, clients are also demanding responsible investing, seeing it not only as a means of doing good, but also as a way to increase portfolio returns and manage risk. According to the Global Sustainable Investment Alliance, there were nearly $23 trillion in assets being professionally managed under responsible investment strategies at the end of 2016. That was about 26% of all professionally managed assets globally.
Join us as we explore the factors driving the growth of ESG investing and get a broader understanding of investing..
About the Evening
Join us for cocktails with one of the best views of Tampa. That's followed by a delicious meal with great dinner conversation.
Who Should Attend
All financial professionals who want develop a fuller understanding of the forces impacting investment strategies and outcomes.
This meeting is FREE for members and associates of CFA Society Tampa Bay (part of the CFA Passport Program). $50 for non-CFA Society members. $30 for CFA Registered Candidates and Students.
Parking is free.
5:15 pm - Networking and Cash Bar
6:00 pm - Dinner and Program
7:30 pm - Meeting Concludes