US SIF Resources

This first installment is designed to help financial advisors, wealth managers, and planners build a strong foundation in sustainable investing. The guide covers the core principles of ESG, highlights key industry trends, and explores the three primary categories of sustainable investing clients. You’ll gain clarity on how to identify client values and align them with appropriate ESG strategies to better meet their goals.

The second installment explores how to apply your knowledge of sustainable investing into your practice. This segment will help you understand what ESG data does and doesn’t do, and explore how you can use this information to construct portfolios. It also addresses key challenges such as data comparability, differing ratings methodologies, and corporate disclosure gaps.

The final installment—Part III: CONNECT, focuses on how to engage clients in values-based conversations, translate sustainability goals into portfolio strategies, and explore stewardship, proxy voting, and real-world impact.