Socially Responsible Investing Focus of Tompkins’ Next “Women & Wellness” Roundtable Written by Tompkins Financial Advisors
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Tompkins Financial Advisors will host its next 30-minute virtual Women & Wellness session, free and open to all Hudson Valley women, on Wednesday, April 28 at 10 a.m. EST.
Led by Tamer Elshourbagy, vice president and senior portfolio manager at Tompkins Financial Advisors, and Heather Reisner, a senior associate on WisdomTree’s product development and management team, the discussion will center on “Aligning Your Investment Strategy with Your Values.” It will cover what ESG (environmental, social and governance), or socially responsible investment, is, how to weigh performance against other options, and details on how funds and exchange-traded funds are screened and monitored to ensure they qualify as ESG investments.