Individuals who hold the CSRIC™ designation have completed a course of study encompassing the history, definitions, trends, portfolio construction principles, fiduciary responsibilities, and best practices for sustainable, responsible, and impact (SRI) investing.
This program was developed in partnership with US SIF, The Forum for Sustainable and Responsible Investment — the leading voice advancing sustainable, responsible, and impact investing across all asset classes in the U.S. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process. Designees renew their designation every two-years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct and complying with self-disclosure requirements.
Gragtmans’ certification furthers Parsec’s recent initiative to offer a socially responsible investing option for its clients.