Anthony Hemmelgarn, CFP the Director of Wealth Management at Park Place Financial Advisors, has completed a training on environmental, social, and governance (ESG) investing. The Morningstar ESG Foundations Certification provides perspective, best practices, and strategies to approaching sustainable investing.
According to a recent national study, 85% of investors are interested in sustainable investing. This is why it is increasingly critical to understand how ESG factors influence investment risk and opportunities, especially with record-breaking inflows to sustainable investments amidst market volatility. Morningstar has emerged as a leader in sustainable investing research by developing resources for investment professionals that evaluate and assess opportunities from a more holistic and sustainable perspective.
Although Park Place has been working in sustainable investing for nearly two decades, the landscape has changed. “This training expands our breadth of knowledge around ESG investing and supports what we do every day—guide our clients toward their goals,” said Tony. The training is very much aligned with Park Place’s status as a B Corp™. “Morningstar has built data resources that rank and filter by different factors from traditional investing data, allowing for a better lens to view and research the sustainable investing landscape,” said Tony.
About Park Place Financial Advisors
Park Place Financial Advisors is the wealth management division of Brattleboro Savings & Loan and has been an investment resource in Southern Vermont for over two decades. The firm has four financial advisors who focus on planning, building, and sustaining clients’ financial futures.
Additional information on Park Place Financial Advisors is available at www.vtplanners.com and www.bcorporation.net.
The financial advisors of Park Place FA offer securities and advisory services through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. Brattleboro S & L is not a registered broker-dealer or Registered Investment Adviser. Brattleboro S & L and Commonwealth are separate and unaffiliated entities.
Investments are not insured by the FDIC and are not deposits or other obligations of, or guaranteed by, any depository institution. Funds are subject to investment risks, including possible loss of principal investment.