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Socially responsible investing, evaluating sustainable investments, Jack Schniepp

Type
Label
Socially responsible investing, evaluating sustainable investments, Jack Schniepp
Language
eng
Characteristic
videorecording
Intended audience
Not rated
Main title
Socially responsible investing
Responsibility statement
Jack Schniepp
Runtime
35
Series statement
DPL YouTube, August 2020
Sub title
evaluating sustainable investments
Summary
Jack Schniepp discusses the value of choosing Socially Responsible Investments (SRIs) when making a financial plan. This approach allows clients to match their values with their portfolio selections. During the presentation Schniepp, demonstrates how this is accomplished through incorporating Environmental, Social, and Governance (ESG) investment screening criteria. Jack Schniepp, CFP, is the founder of a local financial planning and investment management firm called Cascade Financial Strategies. His firm specializes in providing socially responsible investing. Schniep also authors the SRIBend.com blog, now in its sixth year
Technique
live action
resource.variantTitle
Evaluating sustainable investments
Contributor
Creator
Genre
Subject
Content
Is Part Of

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