Discussed investment opportunities that support and strengthen environmental sustainability across all asset classes
In this course you will explore a broad range of environmental issues and learn how you can support innovation, sustainability, and positive environmental outcomes across your portfolio. Upon completion, you will have a set of criteria and tools you can use to shift your assets to mitigate climate change and protect the environment for yourself, your family, and future generations.
Course Structure
Investing for a Sustainable Environment is a 3-part series that was designed by two Certified Financial Analysts (CFAs), who are passionate about redirecting financial flows in support of environmental health and sustainability. Together, they brought their extensive knowledge, experience, and commitment to the course, which will be delivered through a combination of self-study, as well as large and small group meetings.
Outcomes
By the end of the course, participants will have:
Prerequisites & Level of Effort
There are no pre-requisites for this course.
Monthly Commitment: 3 hours
Approximately 30 minutes of self-study is required prior to each live Zoom meeting, which are expected to last about 1.5 hours. In addition, you will join a small group with two other women. This triad will meet for about an hour once each month. The triads are very popular and provide a way for you to personalize the material you are learning through intimate conversations.
Course Content
Investing for a Sustainable Environment consists of a combination of reading, joint exercises/research, and discussions. In the first session, you will explore the role banks play in the financial crisis and discover financial institutions that use their assets to mitigate climate change. Then in the second session, you will be shown how to find, analyze, and choose stock and bond funds that support positive climate outcomes. And finally, in the third session, you will be introduced to investment options that span asset classes as they address a broader array of environment issues, such as deforestation, plastics, and other forms of pollution and toxicity.
Course Creators
William Tickle, CFA
Partner, Senior Investment Advisor, and the Director of Impact Investing at Ballentine Partners
William Tickle, CFA is a Partner, Senior Investment Advisor, and the Director of Impact Investing at Ballentine Partners. For 15 years he has been responsible for market research, due diligence, and oversight of the firm’s impact investment program across asset classes and in public and private markets. Will is passionate about making investments about more than just a return.
He graduated from Brandeis University with a Bachelor of Arts in Economics with minors in International Business and Spanish. While in college, Will spent his summers working at the firm and upon graduation joined the company full time in 2003.
Julie Pulda, CFA
Impact Investment Manager at Ballentine Partners
Julie Pulda, CFA is an Impact Investment Manager at Ballentine Partners, where she has an instrumental role in identifying impact opportunities by conducting market research and providing recommendations to the investment team. Julie received her Master of Arts in Law and Diplomacy at the Fletcher School of International Affairs at Tufts University. While there, she interned for Trillium Asset Management. Her master’s thesis, “The Case for SDG Investing: A Portfolio Building Exercise” focused on integrating the UN Sustainable Development Goals into financial strategies. Julie finds great joy in helping families align their social values with impact-focused investment opportunities.
