The Financial Planning Association of San Francisco


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MEETING NEWS
Socially Responsible Investing: From the Social Conversation to Customized Portfolio Construction *Patrick Geddes, Chief Investment Officer, Aperio Group* 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. More Information Tuesday, May 13, 2008 11:30 am to 1:30 pm The Bankers Club, 555 California Street, 51st Floor, San Francisco with credit card	Sponsor: Linda A. Voigt Innovations PSI Executive Search 345 California Street, Suite 1750 San Francisco, California 94104 (415) 392-4022
LATEST NEWS
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
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.