Socially Responsible Investing – Your Investments Aligned with Your Values

ABOUT THE EVENT

You are today’s modern investor, and you are savvy enough to understand that your investments need to focus on more than just the bottom line and corporate profits. Awareness and connection to the world around you is a large part of your values and sense of stewardship. With our impact in this modern world being compounded by the global economy, Socially Responsible Investing (SRI) is the application of specific investment strategies or investment screening/selection to develop a personal investment portfolio that works both for your future and a global future that aligns with your values.

Please join Old York Advisors for an informative evening with our guest speaker, discussing the development of SRI in the investing space, the changes in corporate reporting to meet demands SRI investors, understanding Environmental, Social, & Governance (ESG) criteria used for investment selection, SRI as a vehicle for shareholder and investor advocacy, and finally methods to effectively select investments or investment strategies to align with your values.

Dinner Provided-RSVP REQUIRED: Phone/Email by November 20, 2017