ESGs, Activism, and Value-Driven Investing: First Ascent Asset Management Master ClassJohn O'Connell2023-05-01T16:32:58+00:00
Attend this Master Class to explore the various ways investors are using their values to shape their portfolios. Learn more about environmental, social, and governance investing (ESG), socially responsible investing (SRI), direct indexing (DI), faith based investing, and activist investing.
Discover why these investing styles are meaningful to next generation investors and how you as a financial advisor can engage the heirs of your clients in conversations to understand their values.
Sign up now to join us for a deep dive into these investment strategies and how they can protect your firm in the Great Wealth Transfer.