March 2022 Main Event
Join us in March for two presentations from Janet Brown, CEO of FundX Investment Group
Janet Brown is CEO of FundX Investment Group, a San Francisco-based registered investment advisor since 1969. For decades, her acclaimed Upgrading strategy has helped investors use mutual funds and exchange-traded funds (ETFs) to manage risk, navigate changing markets, and meet lifelong investment goals.
FundX manages separate accounts for individuals, retirement plans and businesses. It also publishes NoLoad FundX, a monthly newsletter, and offers a series of FundX Upgrader Funds through all major brokers.
Janet is a longtime contributor to Forbes, a frequent guest on national media, and a longtime advocate for sustainable, responsible investing (SRI).
SESSION 2: Sustainable Investing is for every investor who wants to manage risk
As the world experiences the effects of climate change, income inequality, loss of privacy and injustice, investors are understanding that these issues pose real risk not just to the planet, but to companies. Sustainable investing is about investing in progress and recognizing that companies solving the world’s biggest challenges may be best positioned for growth.
Sustainable investing aims to help investors align with companies working for positive change. Environmental, social and governance (ESG) ratings have become a good starting point to assess companies’ risks. But there’s a lot more to sustainable investing than just that starting point. Fund proxy voting and shareholder engagement are tremendously important. Much positive change has come from fund advocacy in areas of labor, human rights, safety, equity, environment, disclosure and reporting standards, crucial for all companies. Janet Brown will share how you can be alert to risks in your portfolio and use funds and ETFs to invest in a way that seeks to build wealth and a better world. Janet has decades of experience building and managing fund and ETF portfolios and was an early advocate of what is now called sustainable responsible investing. She’ll show you how to find funds that are right for your goals and your risk needs. You will learn:
Sustainable investing aims to help investors align with companies working for positive change. Environmental, social and governance (ESG) ratings have become a good starting point to assess companies’ risks. But there’s a lot more to sustainable investing than just that starting point. Fund proxy voting and shareholder engagement are tremendously important. Much positive change has come from fund advocacy in areas of labor, human rights, safety, equity, environment, disclosure and reporting standards, crucial for all companies. Janet Brown will share how you can be alert to risks in your portfolio and use funds and ETFs to invest in a way that seeks to build wealth and a better world. Janet has decades of experience building and managing fund and ETF portfolios and was an early advocate of what is now called sustainable responsible investing. She’ll show you how to find funds that are right for your goals and your risk needs. You will learn:
- How sustainability-integrated portfolios provide better risk-adjusted returns.
- Why this could be a great time to align with companies solving the world’s biggest challenges.
- Why is there no standard for ESG scores?
- Should you use Passive ESG funds or Active?