Accepted for CFA®, CIMA®, and CFP® credit

A complimentary webinar for financial advisors

Join S&P DJI and industry practitioners to discuss how core ESG approaches and Corporate Sustainability Analysis data can be used to meet client goals without sacrificing returns.

Topics will include:

  • How applying ESG to the S&P 500® can provide core exposure to U.S. large-caps with low tracking error
  • The most commonly discussed aspects of ESG that advisors are hearing from their clients
  • How ESG index-linked products may offer additional risk management benefits
  • How index-based approaches are facilitating access to high-quality ESG scoring data

Speakers include:

  • Margaret Dorn, Senior Director, ESG Product Strategy, North America, S&P Dow Jones Indices
  • Peter G. Horacek, Executive Vice President, Axio Financial
  • Brie Williams, Head of Practice Management, State Street Global Advisors

Replays and Downloads