Uncover The Most Common Mistakes Wealth Managers Make When Using ESG Rating Agency Scores
(Even If You're Using Data From The Top 3 Rating Agencies)
In 5 short lessons, you'll learn how the correct use of ESG rating agency scores can lead to portfolios that:
• Align with your client’s environmental, social, and corporate governance goals
• Remain diversified and less exposed to unintended risks
• Gain (and maintain) the trust of your clients
Get Actionable Solutions You Can Implement Today!
Hi! My name is Lisa Marie Harast. I've been a finance professional for over 20 years. Early on, I became a subject matter expert in SRI products.
Now, ESG is an added layer to that expertise. I'm here to help you navigate the complexities of this dynamic environment.
Curious if this free email course is for you?
Here's an overview of what to expect:
Day 1: Using ESG scores as the main selection criteria when building portfolios?
How placing your eggs in fewer baskets exposes your clients to more risk and greater losses over timeDay 2: Subscribing to ESG Rating Agency’s data without researching score calculations?
Why it’s not a good sign that your preferred rating agency focuses on governance, but your clients prefer companies with good environmental recordsDay 3: Using ESG scores from multiple rating agencies?
How the score for one company can get diluted, knocking it out of the portfolio even if it has high return expectationsDay 4: Including scores that are stale and outdated?
How you risk investing in companies that are not aligned with your client’s current ethical or sustainability goals, exposing them to financial lossesDay 5: Unintentionally greenwashing the ESG narrative to investors?
Why investors lose trust in your recommendations, damaging your reputation and exposing you to huge fines and legal action
Congratulations!The first lesson of The Wealth Manager's ESG Score Guide is on its way to your inbox.
Within the next minute or two, you're going to get an email from me, Lisa Marie Harast.This email prepares you for The Wealth Manager's ESG Score Guide, so be sure to check it out!But if you have any questions, don't hesitate to hit reply and let me know—I'll be happy to help! 😊Now go and check your inbox!
P.S. If you don't find the email in your inbox in the next couple of minutes, please check your spam folder...Chances are it ended up there.(Since I'm relatively new to sending emails to my list, sometimes the "email algorithms" think I'm a robot! 🤖)