Aligning sustainability with suitability - Cardiff
Join us in Cardiff on 18 October
Assessment of sustainability preferences of investors is coming under the spotlight ahead of potential regulation in the UK. How advisers adapt the way they speak to clients and practically turn their sustainability preferences into suitable investment portfolios is a challenge.
To help advisers address this challenge, FE fundinfo have partnered with Compliance First, ESG Accord, Fidelity Adviser Solutions, and Sarasin & Partners for a series of special events across the UK to discuss how sustainability can be discussed with clients in the context of their financial goals and be integrated into the advice process.
Join us at our event in Cardiff to find out how you can enhance your process by connecting ESG and advice.
|08:45 – 09.15||Registration & breakfast|
|09.15 – 09.20||Welcome address – Rob Gleeson, FE Investments|
|09.20 – 09.50||What is sustainable investing, and does it actually do any good? - Megan Brennan, Sarasin & Partners|
|09.50 – 10.20||What are the regulations advisers must be aware of? - Lee Coates, ESG Accord|
|10.20 – 10.50||How to speak to your clients about their sustainability preferences and build it into your advice process - Ray Adams, FE fundinfo|
|10.50 – 11:05||Coffee break|
|11.05 – 11.35||How do you then select a suitable investment? - Stephen Mitchell, FE fundinfo|
|11.35 – 12.05||What does a good ESG investment proposition actually look like? - Ed Margot, FE Investments|
|12.05 – 12.50||How are advisers tackling the challenge? - Panel debate with Paul Richards, Fidelity Adviser Solutions, Megan Brennan, Sarasin & Partners, Matt Wiltshire, Niche IFA|
|12.50 – 12.55||Closing remarks – Rob Gleeson, FE Investments|
|12.55 – 13.55||Networking lunch|
FE fundinfo is a trading name of FE fundinfo Limited, registered in England & Wales (03672592). Registered office 3rd Floor, Hollywood House, Church Street East, Woking, Surrey, GU21 6HJ.
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). Registered office 3rd Floor, Hollywood House, Church Street East, Woking, Surrey, GU21 6HJ.