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Handout Materials
Presentation Slides
Free cpe webinars
Sustainable Investing Economic Theory and Evidence


Cost Free
Presentation Length 1.5 hours

Recorded DateOctober 15, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaFinance
Course LevelBasic
Course Description

In this course, attendees will discover how Environmental, Social, and Governance (ESG) investing shifts the economic equilibrium favoring green companies while impacting their costs of capital and expected risks and returns of a portfolio.

Attendees will also learn how they can influence corporate behavior through their investments, as well as how ESG investing impacts portfolio diversification. Attendees will also be given examples of how to build efficient portfolios that capture favorable factors.

Learning Objectives:

  • Recognize economic theory on ESG impact on expected returns and risk

  • Give examples of the impact of ESG investments on corporate behaviors

  • Identify how ESG investing impacts factor exposures and diversification

  • Recognize how investors can build efficient portfolios while expressing their values

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Larry Swedroe

Buckingham Strategic Wealth
Chief Research Officer for the Buckingham Family of Financial Services
(314) 743-2214

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Since joining the firm in 1996, Larry Swedroe has spent his time, talent, and energy educating investors on the benefits of evidence-based investing with enthusiasm few can match.

Larry was among the first authors to publish a book that explained the science of investing in layman’s terms, “The Only Guide to a Winning Investment Strategy You’ll Ever Need.” He has since authored seven more books: “What Wall Street Doesn’t Want You to Know” (2001), “Rational Investing in Irrational Times” (2002), “The Successful Investor Today” (2003), “Wise Investing Made Simple” (2007), “Wise Investing Made Simpler” (2010), “The Quest for Alpha” (2011) and “Think, Act, and Invest Like Warren Buffett” (2012).

He has also co-authored eight books about investing. His latest work, “Your Complete Guide to a Successful and Secure Retirement,” was co-authored with Kevin Grogan and published in January 2019.

In his role as chief research officer and as a member of the firm’s Investment Policy Committee and Board of Directors, Larry regularly reviews the findings published in dozens of peer-reviewed financial journals, evaluates the outcomes, and uses the result to inform the firm’s formal investment strategy recommendations. He has had his articles published in the Journal of Accountancy, Journal of Investing, AAII Journal, Personal Financial Planning Monthly, and Journal of Indexing.

Larry’s dedication to helping others has made him a sought-after national speaker. He has made appearances on national television shows airing on NBC, CNBC, CNN, and Bloomberg Personal Finance. Larry is a prolific writer, regularly contributing to multiple outlets, including Advisor Perspectives, The Evidence-Based Investor, and Alpha Architect.

Before joining Buckingham, Larry was vice chairman of Prudential Home Mortgage. He has held positions at Citicorp as senior vice president and regional treasurer, responsible for treasury, foreign exchange, and investment banking activities, including risk management strategies.

Larry holds an MBA in finance and investment from New York University and a bachelor’s degree in finance from Baruch College in New York.


Samuel Adams

Vert Asset Management
CEO & Co-founder
(415) 650-7179

Vert logo

Sam is the CEO and co-founder of Vert Asset Management as well as the chair of the Investment Research Group. He leads the development of new products to help make sustainable investing easier for investors. Sam has been a featured speaker on sustainable investing at financial advisor conferences in the US, UK, Europe, and Australia. Prior to launching Vert, Sam spent almost 20 years working at Dimensional Fund Advisors. He started Dimensional’s European Financial Advisor Services business and led it for 10 years. He also led the development and launch of Dimensional’s Global Sustainability Core Fund in Europe.

Sam has a BA in Philosophy from the University of Colorado, Boulder and an MBA in Finance from the University of California, Davis. Sam is an avid mountaineer and cyclist and is very passionate about the environment. He lives in Laguna Niguel, CA with his wife and three children.

About Our Presenter

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Buckingham Strategic Wealth® is a growing organization of advisors, financial specialists and national thought leaders committed to delivering on the promise of true wealth management. The essence of their approach is based on a pledge to act in their clients' best interests. This means making recommendations based on what decades of peer-reviewed financial research has shown to be the right way to invest. It means getting to know their clients, their families, their goals and their most important dreams. It means crafting a plan that touches on – and improves – the most important aspects of their clients' lives.