The global economy is driven by talent and is increasingly influenced by companies whose success depends on human capital and innovation. Corporate performance on diversity, equity and inclusion (DEI) is now considered financially material to long term enterprise and shareholder value, a fact not lost on savvy wealth advisors.

You can now watch the webcast “How a Focus on DEI Can Drive Portfolio Returns,” sponsored by Calvert Research and Management. This discussion covered the unique opportunity financial advisors have to capitalize on the demand for change. Just click "register" below to view the webcast on demand.

To view the archive, click here:

This webcast is available to all readers at no additional cost.

Sarah Maynard, Global Head, External Inclusion & Diversity Strategies and Programs, CFA Institute
Kent McClanahan, VP, Responsible Investing, RBC Wealth Management
Lenore Reiner, VP, Responsible Investment Strategy Specialist, Calvert Research and Management

Ellie Duncan

This webcast features insights about why diversity is material to financial outcomes, how DEI is incorporated into responsible investment strategies and what engagement efforts have helped companies improve their DEI efforts.

The COVID-19 pandemic has widened the gender and wealth inequality gap. This has led many impact-oriented investors to put DEI considerations at the forefront of their agenda, hoping to drive positive change on these socio-economic issues.