This group will explore ways to realize our financial goals through Socially Responsible Investing (SRI). Each meeting there will be a short presentation on a different aspects of SRI, followed by Q&A and discussion.
Background: Socially Responsible Investing refers to any investment strategy that aims to align financial performance with personal and social values. For a longtime SRI simply meant screening out certain securities from portfolios according to ethical considerations (e.g. no sin stocks!). Over the past decade, however, there has been an evolution in thinking. Today, SRI managers are now investing with an eye toward hastening the greater good by looking for companies that are good corporate citizens. Social considerations like product safety, resource management, pollution prevention and good corporate governance are becoming yardsticks to measure a company’s performance, alongside traditional financial metrics such as P/E ratios and sales growth. SRI is the fastest growing segment of the investment market today, and now accounts for over $6.5 trillion in investment assets in the U.S.
1. Purpose of this Group
To help people learn how to invest using SRI and how to incorporate this strategy as part of their overall financial life plan.
2. Who should join
• Beginning investors interested in learning about SRI and Sustainable Investing • Experienced investors passionate about their investments and the impact they can have on the world • People with wealth management needs who want to include SRI as part of their overall investment strategy. • People who are want to learn more about financial planning and how using SRI can be part of their long-term financial goals.
3. What to expect
We will hold group seminars in an office in Napa on a monthly basis. At every meeting, attendees will gain knowledge in building SRI portfolios using stocks and mutual funds and financial planning.
4. About the meeting
Our meeting will start at 7pm for about 90 minutes including Q&A. The venue of the meeting is at DeDora Capital, 1600 Main St, Napa Ca 94559.
5. About the Moderator
Forrest Hill, PhD, CFP® is a CERTIFIED FINANCIAL PLANNER(tm) with over 10 years’ experience working with individual and institutional clients, pairing financial goals with social good. He specializes in Wealth Management, Retirement Planning, Comprehensive Financial Planning, and Socially Responsible Investing. He holds a PhD from MIT.