The 3rd Annual Responsible Investing Summit

How Conscientious Investment Policy Can Help Grow Your Bottom Line

March 9-10, 2017
San Francisco, CA

What You'll Hear

Learn how to make an impact by investing with your values

“In the United States, at least $7 trillion is invested in strategies focused on environmental, social and corporate governance causes, ESG strategies” – Investment News

The 3rd Annual Responsible Investing Conference, this year in San Francisco, brings together top leaders in ESG/SRI and impact investing for a deep dive into responsible investment options, data and impact measurement, risks and returns, and trending issues in ESG investing, You’ll learn how leading investors are selecting their ESG/SRI investments, specifics in conducting due diligence, return expectations, ways to measure performance and ROI, and how to integrate responsible investments into your portfolio.

Key takeaways include:

  • How the election will impact the future of ESG/SRI
  • Why investing responsibly doesn’t have to mean sacrificing returns
  • Reasons for the growing interest in gender equity and executive compensation
  • Decision-making insights on the divestment vs investment debate
  • Demystifying data sources and performance measurement
  • Why investing in women is gaining traction
  • Best ways to access investment products and vehicles

You’ll hear directly from fellow investors about their insights and strategies in this high-growth area—don’t miss it!

Topics at a Glance

  • Outlook 2017: Post-Election Briefing and Update on the State of the ESG/SRI and Impact Investing Universe
  • Does Investing Responsibly Have to Mean Sacrificing Returns? - Dispelling Myths about the Performance Trade-Off
  • Moving the Needle on Climate Change, Clean Energy, and Fossil Fuel Divestment
  • How to Access Responsible Investments: Opportunities and Limitations across Asset Classes
  • Fitting Your Values into Your Portfolio: Strategies to Allocate for Impact
  • Looking Through the Gender-Lens – Key Benefits of Investing in Women
  • Responsible Retirement: Participants are Ready to Make an Impact in 401Ks
  • Focus on Impactful Reporting: Going Beyond Returns to Meet Investor Needs
  • What to Consider when Integrating ESG Criteria into Investment Decision-Making
  • Measuring Impact and Performance – Interpreting Metrics, Scoring, and Data Analytics
  • Utilizing ESG/SRI to Assist in Fundraising
  • Investing Globally: Expanding Your Reach beyond US Markets

Top Reasons To Attend

  • Get an up-to-the-minute report on the outlook and future of responsible investing post-election
  • Hear directly from leading investors about their strategies in the ESG/SRI space
  • Learn why the myth of poor performance is a thing of the past
  • Hear a detailed discussion on data analytics and performance measurement
  • Re-examine your carbon footprint and fossil fuel divestment strategies
  • Explore ways to access responsible investments

“Investors funneled more than $1B into SRI equity funds and about $208M into comparable taxable bond products during the first eight months of 2016” - Ignites

Who Should Attend

From pension funds, endowments & foundations:

  • Chief investment officers
  • Directors/heads of ESG/SRI investing
  • Asset allocation professionals


  • Pension consultants
  • Family office executives
  • Asset managers

Get Answers To These Important Questions

  • How will the new administration affect impact socially responsible investing?
  • Where can you invest for change?
  • How does the active/passive shift effect ESG/SRI?
  • How do you look at ESG/SRI investments from an allocation perspective?
  • What are investors looking for in their reports?
  • What is the underlying data used to measure ESG/SRI?
  • What can the U.S. learn from its European counterparts?

“Both millennials and high-net-worth investors say they are attracted to socially responsible investing” - Ignites

When & Where

March 9-10, 2017

Marines Memorial Club
609 Sutter Street
San Francisco, CA 94102
Tel: (415) 673-6672
Fax: (415) 441-3649

A block of rooms at Marines’ Memorial Club & Hotel have been reserved at a special negotiated rate of $239 per night. The cut-off date for this special rate is 2/8/2017. To make accommodations, call (415) 673-6672. Make sure to mention the “Responsible Investing Conference” when placing your room reservation.

WA Historic Tradition, A Great Location
Located in the exciting Union Square neighborhood, the Marines’ Memorial Club & Hotel offers guests exclusive access to the excitement of downtown San Francisco. Just steps from the theater district and a variety of shops and restaurants, next to galleries, museums, entertainment attractions and the cable cars.


Register Now: Space is Limited!

For more information and to register, contact Rhonda West at 704-341-2647 or

For speaking and sponsorship opportunities, contact Samantha Rosky at 704-341-2390 or

[+] Register Now


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