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MEETING NEWS |
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Socially Responsible Investing: From the Social Conversation to Customized Portfolio Construction
Many products in the SRI marketplace are
viewed as flawed in that they are either
pricey, actively managed products with weak
performance, or they are index products with
limited flexibility and no SRI proxy voting.
These offerings also often fail to fully
reflect an investor’s core values. As
awareness of environmental, social, and
governance factors increases, family
offices, wealth managers and foundations
will be under increasing pressure to
incorporate their clients’ specific values.
Does incorporating values into a portfolio
doom investors to sacrifice returns or pay
high fees? In this session, Patrick Geddes
will discuss the challenges and
opportunities of customized socially
responsible index portfolios. |
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| LATEST NEWS | |
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FPA Nor Cal Conference
2008 May 27th & 28th The Palace Hotel, San Francisco More Information Newsletter: May 2008 Past Newsletters |
FPA Retreat 2008 Art &
Science of Financial Planning May 31st thru June 4th The Hyatt Regency Bonaventure Conference Center & Spa Fort Lauderdale, Florida Early Bird Deadline: March 28th More Information |
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Roundup 2008 is Coming - - Save the Date August 7th through Sunday mid-day August 10th Roundup is an informal retreat for financial planning practitioners and those intending to enter the financial planning profession. We eat in a college cafeteria and sleep in the dorms. The campus is beautiful (very near the ocean), and there are extra activities such as a Shakespeare play, golf, ocean yacht cruise, amusement park, etc., etc., (events vary from year-to-year). It is a small (max of about 70 people) informal setting where we attend seminars by day and exchange ideas and have fun!!! All of this for not very much money - - - as well as a lot of CE credits |
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| The Mission of the Financial Planning Association of San Francisco is to advance the financial planning profession in accordance with the highest ethical standards by providing education, association, and leadership for the Bay Area financial planning community and the public it serves. | |
Copyright 2008 FPASF. The FPASF website is for informational purposes only and should not be relied on for investment advice. Opinions expressed are solely those of the members and do not represent the views of the FPA or FPASF. Past Performance does not guarantee future results. Investment returns and the value of any fund and/or investment will fluctuate, and investors may have a gain or loss when they sell shares. Nothing herein constitutes a solicitation or an offering to sell or purchase any securities.