Episode 9 : 10/12/2016

Guiding the social and environmentally conscious investor

ep-1-9-header

Dawn Wolfe

Director, Responsible Investing
BMO Global Asset Management

Host:

Matt Smith
Managing Director
BMO Global Asset Management

Ben D. Jones
Managing Director – Intermediary Distribution
BMO Global Asset Management

Guiding the social and environmentally conscious investor

Socially Responsible Investing (SRI) is gaining traction in the United States and around the world, as more investors seek to align their personal beliefs regarding environmental, social and moral issues with their investment preferences. New research and data on SRI has shown that it can make long-term financial and economic sense rather than just moral sense or social impact. Our guest for this episode is Dawn Wolfe, Director of Responsible Investing at BMO Global Asset Management. She discusses what socially responsible investing means, the different facets of SRI and considerations for advisors with social and environmentally conscious clients.

In this episode:

  • What investments say about the investors
  • When to start considering SRI
  • How to evaluate financial performance of socially responsible investments
  • The changes announced by the Dept. of Labor ruling in October 2015

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