Responsible Investment: Do Well and Do Good

This seminar is designed for people who have accumulated wealth and want environmental, social and financial considerations taken into account in their financial plan. It explains that investors can do well and do good – make money and make a difference. It describes how a financial planner could work with you to:

 

- Clarify your current position and goals

- Clarify your responsible investment profile

- Determine your risk profile - the foundation for a diversified portfolio

- Allocate your portfolio across interest bearing securities, property and shares

- Choose between responsible managed investment options

- Create, implement and review your personal responsible investment plan.

 

You will be provided with a guide to help you prepare to work with a financial planner. Please note that this course is not intended for direct investors who want to learn how to choose their own shares and other investments.