2022 onsite conference schedule

Tuesday, July 12, 2022

1st Afternoon Mini Sessions

ESG Investing – How to Invest With a Social Purpose

Date: 07/12/2022 3:25-5 p.m.
History: New
Experience: All (All levels of experience)
Advanced Preparation: None
Field of Study: Management Services
Applicable Audience: Board Member
CEO/Executive Director
CFO/Finance Director
Clinic Leadership
HR Director/Manager
HS/EHS Director/Manager
IT Director/Manager
Program Director/Manager
Type: Mini
Level: Basic
Prerequisites: None
CPE Credits: 1.5
Lisa Loughry
Executive VP, National Accounts Mutual of America Financial Group
Earl Jones, Jr.
VP, National Accounts, Mutual of America Financial Group
Andrew Kramer
Chairman, 320 Park Analytics LLC
Learning Objectives:
1. Explore retirement plan sponsors.
2. Illustrate how to match investments with philosophical views.
3. Identify investments with ESG factors.
Session Description:
Mutual of America Financial Group is pleased to present valuable insights into the recent growth of Environmental, Social and Governance (ESG) investing and considerations for retirement plan sponsors. Today, more investors than ever want to see their investment portfolios guided by their philosophical views. You may have heard about ESG investing, as well as socially responsible — or green — investing. These descriptors mean the same thing: investing money in funds that align with one or more recognized ESG factors. ESG investing also considers an investment’s potential environmental and social impacts as part of the selection process.