Tuesday, December 1^st
6:00pm – 7:30pm

Location:
Berkeley Central Library
2090 Kittredge (at Shattuck)
Berkeley, CA 94704

Green: The New Color of Investment Opportunity

From greenhouse gas emissions to the use of dwindling natural resources, the new economics of scarcity and abundance could soon become one of the more important factors in formulating a sound investment strategy.  However one sees opportunity — changing consumer attitudes and behavior, higher long-term energy cost efficiencies, risk management, environmental improvement, or an attempt to satisfy the rising demand for scarce resources — the convergence of green trends in business, politics, and our personal lives, is expected to create a wealth of opportunity for investors savvy enough to recognize them.

Green investing simply means investing in companies that develop, produce or deliver products, services or technology that serve consumer needs and improve the quality of our lives without placing undue stress on the environment or using natural resources inefficiently.  Come and learn how the world’s increasing focus on climate change and green living represents an emerging megatrend that is likely to drive investment opportunities for years to come.

In this discussion and Q&A session we will discuss:

• Four key drivers that make “green” a strong investment opportunity
• How green companies are outperforming during the financial crisis
• The green investing process and the impact on financial performance
• How to structure an investment portfolio that will maximize opportunities in a green economic renewal

Our sponsor and guest speaker will be Geoff Ashton, Senior VP for Calvert Mutual Funds. A leading investment firm for 30 years, Calvert offers a broad range of products, from expertly managed bond funds to the nation's largest array of sustainable and responsible mutual funds.

Refreshments and hors d’oeuvres will be served.

For any questions about this event:

Justin Martello, CFP^®
Office: 510.549.2525

Effective Assets™ | Invest to Change the World
1510 Walnut St., Suite E, Berkeley, CA 94709