Praxis advisor webinars

Praxis recorded webinars are now posted on the Praxis for Advisors portal! Click the link below to login or signup for exclusive access to webinars, white papers and other materials.

Webinar archive

Optimizing sustainability: Delivering ESG Integration in Praxis equity indexes

Recently, we combined the benefits of consistent financial performance provided by broad optimized equity indexes with ESG data integration. This process maintains a focus on tracking the public index while overweighting companies with strong ESG metrics and underweighting companies with weaker sustainability profiles.

Topics include:
- Studies on ESG and its impact on performance.
- ESG effects on the holdings of the funds.

Performance from a Client Perspective: delivering impact and returns that really matter

A conversation about the “performance” that really matters to the SRI and faith-based clients that sit across from you every day.

Impact and performance - ESG optimization and low-carbon transition scoring in Praxis equity indexes

In this webinar, we introduce innovations in ESG optimization for our equity indexes and inclusion of low-carbon transition scoring as the centerpiece of our “E” screen restrictions.

Optimized SRI Index Funds - Seeking Impact and Returns

Chad Horning, CFA^®, Praxis President, explores how socially responsible, optimized index funds offer a platform to advocate for better corporate behavior while delivering consistent financial performance relative to market indexes.

Uncovering the myths and mysteries of small-cap indexing

It has long been believed that the small-cap space is one of just a few areas where active managers can still outperform ... or is it? Sometimes supposed “common knowledge” is wrong.

Open your mind to a different way to see the small-cap world – and learn how you and your clients can benefit from it.

Five things every advisor should know about SRI/ESG mutual fund ratings

Watch this session to learn what advisors should know when engaging these important rating tools.

A practice management series of educational webinars for wealth advisors

How to grow your business with faith based investing

Presenter: Chad Hamilton, CFP^®, CAP^®

Chad Hamilton has more than 20 years of experience in the wealth management industry. He builds tools and resources to help advisors and wealth management firms differentiate and grow their businesses.

Chad has led practice management for one of the largest RIAs in the country, where he provided training in best practices and niche client strategies for nearly 200 wealth advisors. He also led a team of 50 financial planners and wealth specialists as National Director of Wealth Planning for a large regional bank.

You can access each of the three sessions and related resources using the links below.

How to articulate and demonstrate unique value to clients

"Adding Value with Values" – In this session, we look at industry trends and offer practical tips and tools to help you differentiate by integrating faith and values into your service offering. Below are links to resources you can download to help initiate and frame the conversation with clients.

Resources
How to begin the stewardship conversation - client version (PDF)
How to begin the stewardship conversation - advisor version (PDF)
Four quadrants of wealth planning (PDF)

Watch the webinar below.

An introduction to faith-based and values-driven investing

In session two, we survey the various strategies and products available to help integrate values into investment portfolios for your clients. We also explore the many ways to deliver impact and distinction - through negative screens, positive investments, shareholder engagement, community investing and more - for clients and prospects seeking to align their investments and their most deeply held values.

Resources
Why values matter for investing (PDF)
Values driven investing (video)

Watch the webinar below.

How to integrate faith-based investing into your practice

Getting started is easier than you may think. In session three, we look at simple steps you can take to begin offering faith-based solutions as well as tools and tips to help you communicate these opportunities to clients in a way that is unique and compelling.

Resources
Core satellite investment models (PDF)

Watch the webinar below.

Webinars

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Disclosure

Praxis Advisor Webinar videos and presentation slides are for advisor and broker/dealer use only, and are not intended for use with the public.