Aligning sustainability with suitability video sessions
Learn how you can discover your clients' sustainability values, perform effective ESG research and provide suitable responsible investment propositions - access the seminars through the form below
In a changing world, investors' desire for a sustainable investment proposition has never been greater.
With the assessment of sustainability preferences of investors coming under the spotlight ahead of UK Sustainability Disclosure Regulations (SDR) coming into force, advisers will need to adapt the way they speak to clients and practically turn their sustainability preferences into suitable investment portfolios.
At our recent adviser events, we explored several different approaches advisers can take to discover their clients' sustainability values, research possible investments, and implement a sustainable investment proposition. View some of the highlights below.
Complete the form to access the videos and discover how you can enhance your investment proposition.