report by BlackRock
Results for ""
Sustainable Investing
Green bonds: Financing the transition to a new economy
This piece is approved to use with clients.
Green bonds are a type of fixed income instrument where the proceeds raised are used to finance clearly defined projects that have environmental benefits. Projects financed include renewable energy, water conservation, energy efficiency, green buildings, clean transport and sustainable land use.
Sustainable Investing
Performance with principles: How can ESG investing support financial returns?
This piece is approved to use with clients.
When ethical funds were in their infancy, a common assumption was that funds that incorporate ESG characteristics, and in particular those with a strict ethical screen applied, must necessarily involve a trade-off with performance.But over time, the debate about performance has turned on its head. Increasingly, investors recognize the potential financial materiality of issues such as corporate governance, labor management and environmental performance — and history is littered with examples of companies that have neglected these issues and paid the financial price.
Regulatory Education
CE Credit Courses for Financial Advisors
CE on demand include "What you thought you knew about quantitative investing and low volatility stocks may be wrong", "Managing assets in retirement" and "Planning for your clients' life transitions"
Client Relationships
Framing an ESG conversation with your clients
Developing a relationship with your clients and understanding their aspirations and objectives is key to successful planning strategies. Many clients are not aware that their values can increasingly play a role in how they invest. So how do you open up conversations with clients about their values and better understand their perspectives surrounding environmental, social and governance (ESG) investing?
Behavioral Finance
[Webinar Recording] How to Build Wealth with a Behavioral Approach to Portfolio Construction | Webinar 2
Behavioral finance principles can be applied to an Advisors practice to help clients remain invested and focused on the long-term, while avoiding behavioral mistakes that can destroy their wealth.
Portfolio Construction Insights
[Presentation] How to Build Wealth with a Behavioral Approach to Portfolio Construction | Webinar 2
2020 has been an unprecedented and emotionally-charged ride—the most difficult for advisors in over a decade.
Behavioral Finance
[Webinar Recording] Be the Calm in the Storm with a Behavioral Practice Model
How can Advisors help clients navigate these challenging times, focus on goals, and find a level of calm in their financial life?
Behavioral Finance
[Presentation Slides] Be the Calm in the Storm with a Behavioral Practice Model | Webinar 1
2020 has been an unprecedented and emotionally-charged ride — the most difficult for advisors in over a decade. Yet as the year ends, significant uncertainty lingers regarding the markets, the economy, and the election that continues to rattle investor nerves.