Socially Responsible Investing session set for Wednesday

The discussion will include methods for evaluating and reducing environmental, social and governance risks

 

Peggy DeVries, CFP and a representative of NEI Investments, Coby Bucci, regional vice president, will be introducing the socially responsible investing (SRI) and Ethical Funds’ SRI Program on Wednesday at 7 p.m.

The discussion will include methods for evaluating and reducing environmental, social and governance risks within an investment portfolio (e.g., company evaluations, direct dialogue with companies, in-depth sector research and participation in public policy development).

Participants will gain an understanding of the exceptional scope of the ethical funds program, Canada’s SRI leader.

Call Diane or Margo at 250-352-2254 or email diane.tulloch@edwardjones.com to reserve your seat for this event.

The event takes place at the Baker Street Inn and Convention Centre and is sponsored in part by NEI.