What are the environmental or social impacts of your investments? Do you know how climate change is affecting your retirement income? Your investment choices make a difference. Learn how applying environmental, social and governance criteria (ESG) to the selection of your investments can reduce your risk and make the world a better place. This course will give you the knowledge and tools to ask the right questions to ensure you are investing in a sustainable way that matches your values.
Topics:
- History and overview of ethical/socially responsible/sustainable/ESG investing
- Fiduciary duty
- Who else is doing it?
- Words and terminology – the language
- Developing your investment value criteria
- The screening process
- Shareholder engagement
- Returns – how much do I need?
- Choosing your investments
- Monitoring progress
- Choosing a financial coach
Learning Outcomes:
- A better understanding of sustainable investing
- An informed motivation to invest using sustainable personal values
Facilitator: Stephen Whipp is an activist. He believes passionately that individuals working together for the common good can change the world. Before coming to financial planning in 1996, Steve dedicated over 20 years to environmental, justice, community and aboriginal issues in Canada. Steve brings this powerful experience, his strong sense of personal integrity and social responsibility, and his progressive values, to the practice of values-based financial planning and ethical investing at Berkshire Securities Inc. in Victoria., B.C. Steve is a certified financial planner (CFP) and a member of Victoria’s Values-based Business Network, Vancouver Island Better Business Bureau and the Social Investment Organization.