Industry Partners 

    The Chartered Alternative Investment Analyst (CAIA) Association, a non-profit organization founded in 2002, is the world leader in alternative investment education. CAIA Association is best known for the CAIA Charter. Earning the CAIA Charter is the gateway to becoming a Member of the CAIA Association, a network of more than 11,000 alternative investment leaders located in 95+ countries. CAIA also offers the Fundamentals of Alternative Investments certificate program, an online course that provides an introduction to alternative investing. CAIA is considered a leading authority on industry trends and developments worldwide. For more information, please visit CAIA.org.

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    Dear Colleagues,

    The ​US SIF Foundation's Center for Sustainable Investment Education is excited to announce that the Fundamentals of Sustainable and Impact Investment will be offered in a virtual format on Wednesday, July 22, 2020 from 1:00 pm - 4:30 pm.

    This course provides advisors, consultants and other investment professionals with a brief history of sustainable investing, insight into portfolio construction considerations including ESG incorporation and shareowner advocacy, an overview of performance studies and fiduciary standards, as well as guidance on how to communicate sustainable and impact investing expertise.

    Participants will learn from expert sustainable investment practitioners and gain the knowledge and tools needed to meet growing client demand for sustainable and impact investment products and strategies.
     
    INSTRUCTORS

     
    COURSE DETAILS

    When: Wednesday, July 22, 2020
    Time: 1:00 pm - 4:30 pm ET
    Where: This event is online. A link to the livestream will be sent out closer to the date.
    Technology Requirements: Participants should make sure that they have a reliable high-speed internet connection for an optimal experience.
    Certification and CE Credits: Upon completion of this course, participants will receive a certificate and qualify for 3 hours of CE for CFP®, CIMA®, CSRIC™, and various other industry designations.
     
    CURRICULUM
    Module I: An Overview of Sustainable Investment
    • Introduction to sustainable investment
    • Strategies for application of sustainable investment
    • Growth trends in sustainable investment
    Module II: Approaches to ESG, Portfolio Construction Considerations and Shareholder Advocacy
    • Asset class mix and weighting, ESG Analysis
    • Selecting public equity, fixed income, cash, alternative investments and community investments
    • Active shareowner strategies
     Module III: Performance Studies, Fiduciary Standards and Global Trends
    • Financial performance studies and meta-studies
    • ERISA and fiduciary duty
    • Trending topics and issues
     Module IV: Communicating your Sustainable Investment Expertise with Clients
    • The value of adding sustainable investment to your practice
    • Addressing perceptions of sustainable investment
    • Working with clients and building a client base
    REGISTER NOW
    If you have any questions, please email Michael Young at [email protected].

    Do you know another financial professional that would be interested in the Fundamentals of Sustainable and Impact Investment virtual course?  Please share this email with them!

    About US SIF and the US SIF FOUNDATION

    This course is part of the US SIF Foundation’s Center for Sustainable Investment Education, which provides investment professionals with resources and training to gain expertise in the field of sustainable and impact investment. The Center provides high-quality education, research and thought leadership on sustainable investment to investors, investment advisers, consultants and analysts.

    The US SIF Foundation undertakes educational, research and programmatic activities to advance the mission of US SIF. US SIF: The Forum for Sustainable and Responsible Investment is the leading voice advancing sustainable and impact investing across all asset classes. US SIF and its members advance investment practices that consider environmental, social and corporate governance criteria to generate long-term competitive financial returns and positive societal impact.

    To learn more about the US SIF Foundation and online courses, please visit 
    http://www.ussif.org/courses

    To join US SIF and obtain a discounted rate for the course, please visit 
    https://www.ussif.org/join

     

    At CAIA Association, we’ve been diligently working to provide timely and practical content to help navigate these stormy markets. In this issue, we want to highlight our new flagship report titled The Next Decade of Alternative Investments complete with a wealth of data on the growth of the space, insights into where alternatives are heading in the decade to come, and a four-point call to action for all industry practitioners.

     

    While the themes of diversification and democratization of product, wrapped in education, and even higher levels of transparency are evergreen, they are even more important for us to rally around during this challenging phase.