With new regulations set to bring sustainable investment considerations into the advice process and clients increasingly conscious of the impact their investments have on the world, responsible investment will soon be a mandatory consideration for financial advisers.
In this webinar we outline the upcoming regulatory changes and their likely impact on your advice process and demonstrate how you can deliver a compliant solution.
The webinar will cover:
- Changes to the sector and what this means for you
- Upcoming regulation and its likely impact
- Adjusting your fact find and advice process to stay compliant
- Do less harm, do more good and deliver on risk/return
- Using reporting to create an emotional connection
We will also introduce you to our award-winning Managed Portfolio Service and Responsibly Managed Portfolios. Launched back in 2017 when ESG solutions from discretionary managed portfolio providers were in their infancy, our Responsibly Managed range has the three-year performance data that’s so important for advisers’ analysis.
The webinar will be taken by Rob Gleeson, FE Investments’ Chief Investment Officer and Oliver Oehri, Co-Head ESG Product Group, FE fundinfo.
Rob joined FE fundinfo in 2005 and led the creation of FE Investments, in 2010. As Chief Investment Officer, he heads up our investment team and is responsible for developing new products and processes, as well as managing our range of managed portfolios.
Oliver has been active in the field of "Sustainable Finance" for 15 years. In 2009 he founded the Center for Social and Sustainable Products AG (CSSP) and yourSRI.com. In January 2021 FE fundinfo expanded its environmental, social and governance (ESG) capabilities with the acquisition of the CSSP. CSSP is a consulting and research house which has developed a strong reputation for providing its clients with market-leading ESG data and reporting
Date: 11 March
Start: 12.00 PM
Finish: 1.00 PM
The value of investments and the income from them may go down as well as up and you may not get back the amount originally invested.
FE Investments is a trading name for Financial Express Investments Limited, which is a wholly owned subsidiary of FE fundinfo Limited. Financial Express Investments Limited is registered in England and Wales (03110696) and regulated by the Financial Conduct Authority (209967).