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This article appeared in the September 2020 Journal of Financial Service Professionals. 

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This article appeared in the May 2020 Journal of Financial Service Professionals. 

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  • Course ID: 81762

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Program Overview In this presentation Aaron Filbeck will offer an overview of environmental, social, and governance (ESG) investing. First, Aaron will discuss the history of ESG investing, including its evolution from a values-based investment philosophy to a data-centric investment process. Next will be a comparison of the three primary approaches to ESG investing: socially responsible [...]

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This article appeared in the May 2020 Journal of Financial Service Professionals. 

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Program Overview Many are familiar with the notion that a foundation has to disburse roughly 5 percent of its assets every year in grants and other charitable expenses. However, more sophisticated foundations are starting to tap into the “other 95 percent” of their portfolio to further their charitable goals. While ESG investing has its champions [...]

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The Journal of Financial Service Professionals is one of the oldest and most prestigious journals in the financial planning field. From its roots in insurance, pensions, and estate planning, the Journal has evolved into a vehicle for groundbreaking applied research on topics of concern to the holistic financial planner. It is a blind peer-reviewed journal with a competitive nature [...]

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This article appeared in the January 2021 Journal of Financial Service Professionals. 

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This article appeared in the November 2021 Journal of Financial Service Professionals.