ESG, Impact, and Ethical Investing -- Motivation and Objectives

While often lumped together, ESG, Impact and Ethical investing are driven by different underlying motivations and can have very different investment outcomes. An understanding of the subtle differences can help guide client conversations, evaluate investment options and explain performance results. As client expectations become increasingly sophisticated, preparing for more nuanced analyses of 'sustainable' investing is critical.

Learning Objectives:
• Clearly articulate the overlap and difference between ESG, Impact, and Ethical investing
• Identify trends driving investor interest in each of the three categories
• Develop concrete ways of evaluating investment options in each of the three categories -- including some specific language used for each category