NextBillion - An Initiative of the William Davidson Institute at the University of Michigan

“Generating sustainable returns over time requires a sharper focus not only on governance, but also on
environmental and social factors facing companies today.”
~Larry Fink, CEO, Blackrock

As of 2016, there were $8.7 trillion in professionally managed sustainable portfolios, representing a 33% two year growth.² ESG (Environmental, Social, and Governance) Investing is clearly on the rise.  This event is designed to align advisor practices with the rapidly growing ESG landscape, and will focus on the following:

ESG Marketing and Client Acquisition – How to brand yourself as an ESG expert and attract clients interested in ESG to your practice.

ESG Data –  Exploring whether ESG integration adds alpha and/or reduces risk in portfolio design.

RIA Perspectives on ESG Investing – An opportunity to learn from large RIA’s that are successfully incorporating ESG strategies into their investment process and business models.