In this Episode, Julie Mochan interviews Rene Reyna, CFP®, Head of Thematic & Specialty Product Strategy,  Invesco ETF and Indexed Strategies. TPFG's Strategy PLUS platform utilizes Invesco's expertise in the thematic ESG space to expand investment model choices for advisors wanting to help their clients through self-directed brokerage accounts (SDBA) of group retirement plans.

LISTEN AND LEARN!
🌎  What IS thematic investing and thematic ESG investing
🌎  The Principles for Responsible Investing (PRI)
🌎  The United Nations 17 Sustainable Development Goals (SDGs)
🌎  Trends in ESG Investing
🌎  Why every financial professional should offer ESG options
🌎  Links to learn more about energy and ESG:
       ✔ US Energy Administration       ✔ MSCI             ✔ SASB

At TPFG, our success depends upon your advisory business flourishing 🌳, by doing what is in the best interest of every customer.  Sharing In-Plan advice to those who need it most, no matter your zip code, status, or hairstyle.✨ 
Invesco is an independent investment management company built to help individual investors, financial professionals, and institutions achieve their financial goals.
Need help for the TPFG Team?  Click Here Want to hear something on the podcast?  Contact  Julie Mochan

 Original🎵 by  Ma’aM

Important Disclosure: This podcast recording has been prepared and made available by The Pacific Financial Group, Inc., also known as TPFG, a Registered Investment Adviser (RIA) offering advisory services. Information in this podcast is to be used for informational purposes only. The information contained herein, including any expressions of opinion has been obtained from, or is based on sources believed to be reliable, but its accuracy or completeness is not guaranteed and is subject to change without notice. The information should not be construed or interpreted as an offer or solicitation to purchase or sell a financial instrument or service. Any expressions or opinions reflect the views of the speakers and are not necessarily those of TPFG or its affiliates. TPFG does not provide tax or legal advice. Investors should consult their financial, tax or legal professionals before investing. Past performance is not a guarantee of future results. All investments contain risks to include the total loss of invested principal. Diversification does not protect against the risk of loss.