Greenwashing...Is ESG Investing Real or is it Marketing?
 

Join Greenspring and Dimensional Fund Advisors as they help plan sponsors define the seemingly nebulous investing term “ESG” along with why these fund types should be prudently evaluated before considering them for a workplace retirement plan.  If your organization has considered (or thought about considering) Environmental, Social, or Governance (ESG) factors when determining your plan’s fund menu, this webinar will provide interesting insights and prospective worth consideration. Topics and typical questions that will be addressed

  • Defining ESG
  • History of ESG Investing
  • Current Legislative Landscape
  • What is Greenwashing?
  • ESG Fund Evaluation
  • Fiduciary Considerations when selecting ESG funds

Greenspring Advisors is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® or SHRM-SCP® recertification activities.  This webinar qualifies for 1.00 Professional Development Credit (PDC) towards SHRM-CP® or SHRM-SCP® recertification.  The submission recertification code will be provided at the completion of the webinar.

Your Facilitators

Christian Stanley, CRPS®, AIF®

Partner & Senior Financial Advisor

Christian is a Partner & Senior Financial Advisor in the firm’s Institutional Consulting Group. He joined Greenspring after working in a variety of roles for Techtronic Industries and Milwaukee Tool. Christian specializes in developing and managing corporate retirement plans by providing independent advice on fiduciary oversight, investment due diligence, fee-benchmarking, plan design, and vendor management. He earned the Chartered Retirement Plans Specialist℠ designation by completing a course of study encompassing design, installation, maintenance, and administration of retirement plans. He has also earned the Accredited Investment Fiduciary® professional designation awarded by the Center for Fiduciary Studies and has received formal training in investment fiduciary responsibility.

Courtney Lee

Associate Investment Strategist
 

Courtney Lee is an Austin-based Associate Investment Strategist in Dimensional’s Investment Solutions Group. An equity portfolio strategist, she is responsible for supporting the effective communication of Dimensional’s investment approach and strategies to clients and prospects. Prior to joining Dimensional, Courtney was an active quantitative equity portfolio specialist and assistant vice president with State Street Global Advisors. She served as a subject matter expert for the firm’s active quantitative equity strategies and was responsible for clearly articulating and providing ongoing updates on its investment philosophy, process, and solutions. She also worked as an advisor consultant at Franklin Templeton Investments.

Courtney holds an MBA in finance from Washington University in St. Louis and a bachelor’s degree in business economics from Brown University.

About The Webinar

© Greenspring Advisors, LLC. Greenspring is a Registered Investment Advisor (RIA). Information contained herein has been obtained from sources considered reliable, but its accuracy and completeness are not guaranteed. It is not intended as the primary basis for financial planning or investment decisions and should not be construed as advice meeting the particular investment needs of any investor. This material has been prepared for information purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Past performance is no guarantee of future results.

Greenwashing…
Is ESG Investing Real or is it Marketing?

LIVE WEBINAR
 

SEPTEMBER 22 | 12 PM