Socially Responsible Investing and the Innovative Indexing Approach

Have you been curious about socially responsible investing and would like to learn how you can consider both the financial and social good in your investment portfolio decisions? During our program, we will present Aperio's Socially Responsive Indexing (SRI), an innovative approach to SRI investing. Many SRI products or services in the market are one-size-fits-all portfolios with either high fees, poor performance or ambiguous risk profiles. During this presentation, we will discuss: • The process of customizing your portfolio to reflect your specific values • How your portfolio can incorporate both negative screens and positive screens, including best-in-class and environmental impact • How to set priorities within your portfolio for your most important issues • Portfolios that allow for a high level of customization • Pre-designed strategies for a range of common values profiles which can offer you a simplified starting point in Socially Responsive Indexing There will be time following the interactive presentation for Q&A. This program will be hosted by Lawrence Wood, CPA, CFP®, Managing Partner of DZH Phillips and Patrice Cresci, CFP®, Consultant at DZH Phillips Wealth Management, with a presentation by Rick Moreno, Business Development and Client Relationship Manager at Aperio.