Walk in my shoes - Episode 52

Maximising impact/ESG investment client satisfaction - addressing suitability issues

Walk in my shoes - Episode 52

Event details
Location and contact details for this event.
Event type: 
21 Jun 2021 - 4:00pm
Venue address: 
Philanthropy Impact




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. 

Terms and conditions

Prior registration is required. Following resistration, registrants will receive an email containing instructions for joining the webinar. Attendees will have the opportunity to ask live questions of the speakers during the web-event.

Please note we can only accept credit/debit cards as methods of payment for the web-event. Payment must be made by credit/debit card at time of booking. It is regretted that refunds of purchased of web-events are not permissible, nor bookings transferable to another participant/registrant name. All bookings are considered binding once the online registration form is submitted and booking completed.
Event registration
Event cost: 
Free for members/ Non-members £10