Are you really ready for ESG investing? Panel discussion
Increased awareness of sustainable investing and ESG issues, changes to client preferences and regulation, mean that advisers are having to change the way they approach initial fact-finding and annual reviews for clients. Do you know what your clients really want from their investments when it comes to ESG and is your current investment proposition able to meet their needs?
Is the market ready for these changes and who is best placed to support advisers? In-house investment teams, DFMs or Investment Managers?
Our expert panel discussed how advice and investment processes may have to change. You can jump straight to the key questions they debated;
Your panel of industry experts
Hosted by Paul Richards, Head of Distribution, Fidelity Adviser Solutions. The panel is comprised of industry leading experts in investment to help solve these pressing issues;
Maike Currie, Investment Director, Fidelity International
An expert in providing insight, guidance and commentary to our end investors on topics ranging from pensions to personal finance.
Ben Yearsley, Director, Shore Financial Planning
A leading commentator with a wealth of experience in fund selection, building portfolios and tax efficient investments.
Gareth Johnson, Head of Digital Channels, Brewin Dolphin
Responsible for Brewin Portfolio Service and WealthPilot, specialising on service offerings that utilise new technologies to focus on client outcomes.
Richard Romer-Lee, Co-founder and Managing Director, Square Mile
More than 25 years of experience in the industry, including Joint Managing Director of Morningstar OBSR, then MD of European Investment Consulting at Morningstar Inc.
Steve Nelson, Insight Director, Lang Cat
Author of the Lang Cat’s annual State of the Adviser Nation omnibus research and was the man behind ‘Crossing the ESG Event Horizon’, the Lang Cat’s seminal ESG white paper.
Sustainable investing glossary
A common issue cited with sustainable investing is a lack of clarity over the language used. Our glossary defines some of the more frequently used terms in this field of investment.
Sustainable investing and the advice process
Taking account of client ESG preferences within the fact-finding process is considered good practice.
Sustainable fund options available
We offer over 460 sustainably-managed funds from 91 different fund groups through our platform.
Square Mile: Adviser Guide to Sustainability
In this guide Square Mile explore what ESG and Responsible investment means for Advisers and clients, starting with definitions on the terminology used, moving onto the regulatory agenda.