Events at North Berkeley

Estate Tax Planning

Investment Discussion

Building a Carbon Conscious Portfolio

Tuesday, August 15, 2017 from 5:30 - 7:30 p.m.
North Berkeley Offices
1820 Solano Avenue, Berkeley
wine and snacks will be served


Register

Reserve Now. Spaces for this event are limited.

Presented by
S. Katherine Campbell, CFP®, Partner, North Berkeley Investment Partners and Richard Cheever, CFA, North Berkeley Investment Partners

Join us for a discussion on our new carbon conscious portfolios and the benefits and challenges of building investment strategies that are divested from fossil fuel extraction without sacrificing return performance or proper diversification.

Global warming is a growing concern and requests for portfolios that are 'fossil fuel free' are on the rise. At the center of this concern is the impact of carbon emissions generated from extracting and burning fossil fuel. In response, we've created a low-carbon investment model which follows a divestment approach to carbon extraction and focuses on removing exposure to funds that have coal, oil and gas drilling, and oil and gas exploration and production in addition to broader environmental, social and corporate goveranance (ESG) criteria.

Who is this for
The discussion is designed for anyone interested in learning more about how ESG considerations are integrated into a diversified portfolio with an emphasis on the benefits and challenges of adding an additional layer of a carbon conscious approach.