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Aligning values with investments: ESG, SRI and your clients

November 30, 2023 @ 4:00 pm 5:00 pm


Aligning values with investments: ESG, SRI and your clients

Join us for an insightful webinar that will delve into the diverse realm of sustainable investing, shedding light on the differences between ESG and SRI strategies. This session aims to empower advisers with the knowledge to discuss their clients’ values and preferences for sustainable investing.

Gain insights into investment solutions and learn effective techniques for presenting them to your clients.

Don’t miss out on this opportunity to enhance your expertise in sustainable investment practices.

Topics to be covered include:

  • Understand the different sustainable approaches to investing and distinguish between them
  • Learn how to effectively interpret the values, priorities, and preferences of investors when it comes to sustainability within their investments
  • Improve knowledge of the available solutions for different client segments.

Structured CPD Applicable. For Financial Professionals Only


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