2021 Envestnet Advisor Summit - PM-002 - CE Quiz

Have No Fear, ESG is Here

To receive continuing education credits for the session you just watched, please complete the quiz below. If you receive a passing score of 80% or higher, Envestnet will submit your information for CE credit on your behalf.

If you have any questions, please contact EventsTeam@envestnet.com

This session is currently pending one (1) CFP® credit and approved for one (1) CIMA® credit.

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* 1. First Name:

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* 2. Last Name:

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* 3. Email:

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* 4. CFP Program ID:

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* 5. CIMA Program ID:

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* 6. Aligning values throughout ESG principles can include:

Reducing portfolio exposure to countries with Human Rights issues

Aligning portfolio exposure with religious values

Implementing diversity and inclusion into investments

All the above

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* 7. Why do the panelists suggest that ESG stands in the middle of the spectrum of impact investing approaches?

ESG is the second-best approach to impact investing

ESG is the moderate approach that allows investors to target environmental or social values

ESG considerers both reducing exposure to negative impact and increasing exposure to positive impact

ESG minimizes exposure to individual companies that conflict with investor’s values

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* 8. Which ONE of the options listed below do the speakers consider as a hurdle for Impact Investing strategy?

Many advisors are unsure of how to start a conversation with investors about Impact Investing

Most investors do not care about the “E” in ESG

Few, if any, resources exist for advisors to obtain data on Impact Investing

Impact Investing isn’t as popular today as it used to be 20 years ago

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* 9. What do the data provided by the panelists suggest on the myth that impact investing hurts financial performance:

Investors can harm their financial performance if they invest for impact

Impact investing makes no difference on financial performance

Sustainable investors can achieve at or above market rate returns in the long run

It depends

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* 10. Having conversations with investors can create deeper levels of engagement in advisor- investment relationships.

True

False

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* 11. According to the panelists, when a traditional benchmark such as Russell 100 is compared with its ESG counterpart - Russell 100 ESG, which one outperforms?

Russell 100

Russell 100 ESG

They are both the same

It depends

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* 12. According to the panelists, in which of the advising steps should impact investing be integrated?

Prepare

Discover

Recommend

Manage

All the above

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* 13. According to the panelists, when is a good time for advisors to start discussing impact goals with their clients?

At a point of change or life event

When discussing current events

When the client has suffered extreme economic loses

A & B

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* 14. The Impact Education Series by Envestnet provides advisors with the answers to:

What exactly is Impact Investing

Why should Financial Advisors care about Impact Investing

How to find Investment Solutions that integrate ESG on the Envestnet platform

All the above

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* 15. What additional resources does Envestnet offer other than the Impact Education Series?

You can learn more information at www.Envestnet.com/Impact

You can email impact@Envestnet.com

You can email Envestnet CEO Bill Crager directly

All the above

A & B