March 28 Workshop Sustainable and Responsible Investing
Tue, March 28 2017, 1:30pm
Campus Club ABC
UMRA members interested in investing responsibly and sustainably can learn more at our March workshop from Andrew Wetzel, senior vice president and portfolio manager for F.L. Putnam. Sustainable investing, in all its forms, is making its way into the investing mainstream. While this growth is a positive for society, the landscape is increasingly complex and thus often difficult for individual investors to navigate. Additionally, some potential investors have been dissuaded by misinformation about lower returns and the growing problem of "greenwashing."
Andrew will give a broad overview of the sustainable investing landscape, including shareholder activism, Socially Responsible Investing (SRI), Environmental, Social and Governance (ESG) analysis and investing, and direct impact investing. Discussion will include a review of academic evidence indicating that ESG investing can lead to improved risk adjusted returns and will touch on key trends in the sustainable investing market, emphasizing fossil fuel divestment and low carbon investing. Andrew will also highlight the risks and opportunities investors face in sustainable investing strategies and will offer suggestions to help investors balance financial goals and personal values.
As a portfolio manager and member of F.L.Putnam's Investment Policy Committee, Andrew works with institutional and private clients on all aspects of investments, including policy development and implementation. He also oversees the firm’s research efforts, from fundamental security, sector, market, and thematic work to the integration of ESG analysis throughout the investment process. Over the last 13 years, Andrew has helped clients align their investment portfolios with their values and has guided F.L.Putnam’s approach through an increasingly complex ESG/SRI landscape. He is a CFA® charterholder and a member of the CFA Institute and the Boston Security Analysts Society.
The workshop begins at 1:30 p.m. following the luncheon meeting March 28. Bring your friends. UMRA workshops are free and open to everyone.
--Ron Anderson, Workshop Committee
Upcoming Events
Our July 15 "hike" is going to be a kayaking adventure on Bde Maka Ska (formerly Lake Calhoun) and Lake of the Isles! If you don't have a kayak (or paddleboard), Wheel Fun Rentals, located next to the new concession stand rents single kayaks at $15 an hour and double kayaks at $25. The second hour is free if we rent before noon. Life jackets are provided with the rental.
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