Join our CEO, John Pepin, as he chats with our board member James Broderick, Director, Impact investing Institute; Keith MacDonald, Partner, EY; and Amy Clarke, Co-Founder & Chief Impact Officer,Tribe Impact.
The trend towards impact/ESG investment is placing suitability issues at the heart of advisor/client conversations. This means moving beyond current discussions with clients about their investment objectives, their financial circumstances and ability to bear risk.
Are wealth and professional advisors equipped to talk to their clients about their values, motivations, ambitions and goals -capturing their impact/ESG preferences? During this session, we will discuss with leaders in this area, suitability as key support in the development of advisors ‘competencies towards impact/ESG investment.
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This webinar is free for members. Non members £10.
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