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Hosted by Fairfield County Chapter of FPA Connecticut

Global Investment Outlook 2019 & Sustainable ETFs: Investing for a Sustainable Future


Don't Miss our First Dinner Meeting of the New Year!

Global Investment Outlook 2019
(this presentation has been accepted by CFP Board for 1 CFP CEU)

Chris Dhanraj, Head of iShares Investment Strategy for the US ETF business, will discuss the global economic outlook and market themes for the new year. He'll also talk about such risks as rising recession fears and changing geopolitics. Also covered will be emerging markets, value investing and contrarian thinking. The session will wrap with a discussion on asset allocation, including bonds, equities, oil and currencies.

Learning Objectives:
At the end of this session, advisors will (1) Understand key global economic and financial market trends and their implications for investors in the coming year, and (2) Know the potential risks that must be considered when weighing asset allocation and structuring investment portfolios for their clients.
Level of Complexity: Intermediate

Sustainable ETFs:
Investing for a Sustainable Future
(this presentation has been accepted by CFP Board for 1 CFP CEU)

Since 2012, Sustainable ETFs have experienced higher growth vs. ETFs overall. More recently, Sustainable ETF launches and AUM have been growing, and global growth of sustainable assets have been demand-driven by a range of investor motivations. This one-hour session will be an in-depth exploration of the environmental, social and governance (ESG)-ETF market landscape.

Learning Objective(s):
At the end of this session, attendees will (1) Be able to identify and measure the risks and potential opportunities of ESG-ETF investments, and (2) Be knowledgeable and in a position to advise their clients, especially the next generation of their clients, who would prefer their investments to be more ESG-focused.
Level of Complexity: Intermediate

Click on "more event details" for speaker bio and registration details.

More Event Details

Wednesday, January 16, 2019
5:30 PM - 8:00 PM

Location

Giovanni's (The Waters Edge)
2748 Post Road
Darien   CT   06820
(203)325-9979
 
Website for Location






Registration Fee
Member
 
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Non-Member
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