Event Details

Responsible Investing: Aligning your financial goals with your values
January 7th | 12:00-1:00PM | 32-144

The world is changing faster than ever, with environment and social pressures growing more acute. Climate change, shifting demographics and the technology revolution are reshaping our planet. For investors, this rapidly changing landscape creates opportunities to potentially reduce risk and improve returns all while staying consistent with their values.

So what is Responsible Investing? It's an approach to investing that aims to incorporate environmental, social and governance (ESG) factors into investment decisions, to better manage risk and generate sustainable, long-term returns.

In this seminar, Mark Porter, CFP®, CFA®, will discuss:

  • How Responsible Investing has evolved
  • Major trends in Responsible Investing
  • How to get started with Responsible Investing
  • and more!

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.

Securities and advisory services offered through LPL Financial, a registered investment adviser and member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The Credit Union and LPL Financial are not affiliated.  The investment products sold through LPL Financial are not insured MIT Federal Credit Union deposits and are not NCUA insured. These products are not obligations of the MIT Federal Credit Union and are not endorsed, recommended or guaranteed by MIT Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. The LPL Financial Registered Representatives associated with this site may only discuss or transact securities business with residents of the following states: CA, GA, IL, MA, NH, OH, and RI.​
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