Conference Materials


Breakout Sessions - Mind, Heart and Wallet: Trends in Socially Responsible Investing

Wednesday, May 8, 2019 3:45 PM - 4:45 PM


Anne T. Durkin , CFA

Portfolio Manager
Chicago, Illinois

Speaker Bio

Session Description

Things have come a long way in “SRI” since its introduction in the 1960s. The evolution of SRI has seen an increase in investors who are not only seeking investment performance but also are looking for impactful ways to align their values with their investments. Anne’s presentation will explain ways to integrate environmental, social and governance (ESG) factors with financial analysis which can lead to an investment strategy that speaks to — and for — each investor.

Session Material