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Podcast: How to Build a Winning Environmentally and Socially Responsible Investment Strategy

L Haelen 2016
Laurie Haelen, AIF®
Senior Vice President, Manager of Investment and Financial Planning Solutions
[email protected]
(585) 419-0670 x41970
T Benner
Thomas W. Benner, MBA, CFP®
Vice President, Wealth Advisor
[email protected]
(585) 419-0670 x50689

Ask the Experts is a financial forum for education and advice as CNB’s experts answer your questions on financial topics that interest you. 

The experts of this show featured Laurie Haelen, AIF®, Senior Vice President, Manager of Wealth Solutions, and Tom Benner, CFP®, Vice President, Wealth Advisor.

Broadcasted on May 26, 2018

For questions, feel free to contact Laurie Haelen at (585) 419-0670 x41970 or Tom Benner at (585) 419-0670 x50689.  

How to Build a Winning Environmentally and Socially Responsible Investment Strategy Audio Clip

Defining the Terms of Environmental Social Governance (ESG)
 

 


Ways to Access ESG Strategies


 


Performance of ESG Strategies


 


Our Approach to ESG Investing


 

This material is provided for general information purposes only. Past performance is not indicative of future investment results. Any investment involves potential risk, including potential loss of capital. Before making any investment decision, please consult your legal, tax and financial advisors. Non-deposit investment products are not bank deposits and are not insured or guaranteed by Canandaigua National Bank & Trust or its affiliates, or any federal or state government or agency and are subject to investment risks, including possible loss of principal amount invested.