DOES SUSTAINABLE INVESTING MAKE FINANCIAL SENSE?
MAY 31, 2017 12:30 PM
Is it possible to invest responsibly without sacrificing returns? For decades economists have debated the prudence of applying social screens to investment choices, and yet, with one in five professionally managed dollars in the US invested sustainably*, there has never been more opportunity for investors to choose socially screened portfolios.
Womack Wealth Management takes a nuanced approach to investing sustainably and invites you to an intimate discussion with one of our collaborators, Dimensional Fund Advisors. Regional director, Rubin Miller, and Senior Associate, David Di Rocco, provide insight into how Dimensional systematically screens stocks to promote responsibility and profitability. Light lunch will be served. Limited space. RSVP required. Parking is available at Park View and Park Place (west of the entrance to The Manhattan Country Club).
Wednesday, May 31, 2017
12:30 - 2:00 pm
Manhattan Country Club
1330 Park View Ave
Manhattan Beach, CA 90266
*US SIF Foundation: 2016 Report on Sustainable and Responsible Investing Trends in the United States