Responsible Investment 101

Speaker Ian Robertston, Director & Portfolio Manager, Odlum Brown

Help your clients and donors sort through the alphabet soup of responsible investment:

What does it mean to be responsible with your investments?

What is impact investing, and how is it related to philanthropy?

How are Socially Responsible Investing, ethical investing, Environmental Social and Governance investment analysis and responsible investing different?

Are there differences in performance?

What happens when you divest from stocks such as oil or tobacco?

Ian is a Portfolio Manager, Director, and Vice President of Odlum Brown, and is a member of the firm’s Executive Committee. Prior to joining Odlum Brown in 1997, he spent five years with the Federal Government, where he held several positions with a financial or economic focus – including postings in Ottawa with the Department of Finance and the Department of Foreign Affairs.

Ian has completed the CFA designation, which is focused on global investment knowledge, professional standards and ethics, as well as the Responsible Investment Advisor Certification which is focused on the integration of environmental, social and governance (ESG) factors in the selection and management of investments.