Understanding and Using ESG Investments

Hosted by Rob Harvey, CFA and Courtney Lee 

Full Access only $99

Workshop Instructor

Environmental, Social, and Governance (ESG) Investing has become more and more popular through time. And along with that popularity has come a lot of confusion and dubious claims (on both sides). ESG Investing, like everything else, is about managing tradeoffs, and deciding what is important to you.

This month, we will be joined by Rob Harvey, CFA and Courtney Lee from Dimensional Fund Advisors to talk about what ESG Investing means, how to understand the thicket of competing approaches and evaluate ESG investments, and how to think through all of the different tradeoffs to decide if you might want to include ESG Investments in your retirement plan.

In this workshop Rob and Courtney will detail:

  • What ESG Investing Means and what the current landscape looks like
  • How to think about what you are looking for from an ESG Investment
  • Evaluating whether ESG Investing “Works”
  • How to decide whether ESG Investing makes sense for your retirement plan

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Frequently Asked Questions

The testimonials appearing on this page are not representative of all client opinions of Retirement Researcher or the Retirement Researcher Academy. Client experiences can and likely will vary from the experiences reflected herein. Retirement Researcher does not provide direct or indirect compensation in exchange for the testimonials shown. As such, it is not expected that material conflicts of interest arise with respect to the testimonial providers. Testimonials should not be viewed as the sole determining factor in obtaining or retaining an adviser’s services, and do not guarantee client satisfaction, success of a particular service or investment, or financial outcome. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.

Rob Harvey, an Austin-based Senior Investment Strategist and Vice President, serves as a subject matter expert for Dimensional’s equity portfolios and performance. He joined Dimensional in 2016 as an Associate Portfolio Manager and has managed international, emerging markets, and domestic equity portfolios. Rob also worked in the firm’s London office, managing international and global equity strategies within the Portfolio Management team.

Prior to joining Dimensional, Rob worked in the treasury department of Cisco Systems, trading foreign exchange, managing fixed income portfolios, and conducting the company’s share repurchase program.

Lee shares on the value of the learning curve, bridging the gap in socializing at work and taking a scaffolding approach to overcoming networking aversion.

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