Aligning Investment Portfolios with Client Values

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This presentation delves into the importance of aligning investment portfolios with the core values of institutions, individuals, and families. In today’s investing landscape, financial advisors must go beyond traditional metrics of success and help clients incorporate values-based strategies. By understanding ESG (Environmental, Social, and Governance) principles, financial professionals can assist their clients in evaluating how investments align with personal or organizational missions while generating positive financial and social returns. This session covers client engagement, portfolio alignment, ESG integration and best practices—equipping financial advisors with actionable steps to deliver on their clients’ financial and impact goals.

​Learning Objectives

Upon successful completion of this learning activity, you will confidently be able to:​

• Understand the changing landscape of investment management and the growing demand for values-based investing.
• Learn the fundamentals of values-based investing and how ESG principles can enhance client outcomes.
• Explore strategies for incorporating values-based investing into client process

Presenter

Andrew Tudor, CFP^®, RICP^®, CAP^®

CFP^® CE Credit

This content is eligible for one hour of CFP^® continuing education (CE) credit.

If you hold the CFP^® mark and would like to receive CFP Board CE credit for this content, please ensure your CFP^® ID number is entered here.

The College’s Professional Recertification Program (PRP)

This content is eligible for one hour of PRP continuing education credit.

To begin, click on the button below. As you move through the content, make sure to mark each page complete by clicking on the appropriate button, and then click Next Lesson at the bottom of each page. Once you complete the entire activity, the progress bar will show 100%.

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