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More Money & Meaning: Investing for Impact

Kristen O'Grady May 4, 2021

Discover how incorporating sustainability measures can improve your personal portfolio investment performance and lead to positive impact in the world.

Many of us unknowingly support the very companies that aren’t practicing what we believe in and are inconsistent with our own personal core values. What can we do about it? From large corporations and investment funds, to financial advisors and investors, we can all make slight changes to how we invest to both grow wealth and drive positive change in the world. How you spend and invest your dollars matters. Now is the time where we have the ESG data and tools to invest in companies that care about all stakeholders, not just shareholders.

We will cover:
How does a retail investor begin to think about aligning their values to their personal portfolios? Where do they start?
What data shows that investors owning companies with better ESG profiles are likely to outperform over the long-term?
2/3 of millennials believe their advisors should include ESG investments in their portfolios but only 1 out of 3 do so. Why the disconnect? Why aren’t financial advisors incorporating ESG into their advisory work to match this demand?
How do you address the lack of transparency and consistency across ESG standards in your work? Will regulations requiring disclosure help address this roadblock?
As ESG investing is becoming more popular, so are the investment options and fintech solutions for both individuals and financial advisors, How do we begin to evaluate these platforms? What should we look for?

Format

Workshop

Meta Themes

  • Impact Investing

Themes

ESG, Finance, Impact, Wealth Creation, Financial Literacy, Financial Advisors, Technology

Purpose and Desired Outcome

Spread awareness that you have power with the money you spend & invest to influence outcomes in the world. Investors can create positive impact and grow their wealth by investing in companies that align with their personal values in how they treat the earth and people.

Audiences

  • Allocators (Family Offices, HNW Individuals, Foundations)

Speakers

  • NameKristen O'Grady
  • TitleCOO and Head of Product
  • OrganizationSeeds Investor
  • StatusConfirmed
  • NameZachary Conway
  • TitleCEO and Founder
  • OrganizationSeeds Investor
  • StatusConfirmed
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