LA VERNE, September 30, 2017 — The No. 1 reason for investing, and maybe it’s the only reason, is to make money — money for retirement, money to pay for a child’s education, money to buy a first or second home, or money to ensure an independent lifestyle, especially when emergencies arise like a medical crisis.
At the same time, an increasing number of investors have wondered whether it’s possible to align their social and environmental values with the investment performance they both need and want to achieve their investment goals.
There is a free, comprehensive course being offered through the University of La Verne Extended Learning Program, on Wednesday, October 11, from 6:30 p.m. to 8:30 p.m. on the main La Verne campus that attempts to address that possibility.
After taking the course, participants are expected to have a better understanding of how to design, evaluate, and manage a complete ethical portfolio using Socially Responsible Investing (SRI) screens and other state-of-the-art tools that should also help them distinguish the trade-offs between ethical investing and performance.
As part of the course, participants will be shown clear analytics of how best-of-breed companies are combining innovation with performance to increase their investment valuation.
By doing good for the world, these companies have found they can also do well for themselves and their investors.
Although the class is designed to be particularly beneficial for people age 50 and older, all are invited.
To reserve your place for this free course, call 626-229-0938.
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