Date & Time

August 4, 2020
2:00 PM EST

About This Event

A recent New York Life Investments research study found that:

  • 85% of investors are interested in learning about sustainable investing
  • More than half of investors self-identify as values driven consumers
  • Only 27% of women are aware of ESG, SRI or Impact investing


While flows into ESG investments are at an all-time high, our research shows that most advisors are still not talking about sustainable investing with their clients. We believe this can potentially bring risk into the client/advisor relationship as clients want to have these discussions initiated by the advisor.

Our webcast replay discusses:

  • The opportunity for sustainable investing today
  • Research findings from our client survey
  • The rise of the values-based investor
  • Sustainable investing strategies 101
  • How sustainable investing can strengthen relationships with women clients
Accepted for one hour of CFP/CIMA CE credit for live and on-demand attendees.



Director, Practice Management
New York Life Investments

Jennifer Tarsney is the Director of Practice Management at New York Life Investments. In her role, Jen is responsible for the development and delivery of practice management thought leadership to assist both senior management and advisors in understanding key trends and best practices in asset and wealth management.

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