Aligning sustainability with suitability - Manchester

Join us in Manchester on 12 October

12 October 2022
08:45 - 14:00
The Mere Golf Resort & Spa, Chester Road, Knutsford, Cheshire, WA16 6LJ
Register

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 Manchester to find out how you can enhance your process by connecting ESG and advice.

Agenda

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? - Henry Boucher, 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 - Matt Wiltshire, FE fundinfo
10.50 – 11:05 Coffee break
11.05 – 11.35 How do you then select a suitable investment? - Stuart Carmichael, 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, Henry Boucher, Sarasin & Partners & Matt Wiltshire, Niche IFA
12.50 – 12.55 Closing remarks – Rob Gleeson, FE Investments
12.55 – 13.55 Networking lunch

Speakers

Rob Gleeson

Rob Gleeson

Chief Investment Officer
FE Investments 

Lee Coates OBE

Lee Coates OBE

Co-Founder
ESG Accord

Stuart Carmichael

Stuart Carmichael

Product Manager
FE fundinfo 

Ed Margot

Ed Margot

Head of Client Investment Strategy
FE Investments

Paul Richards

Paul Richards

Head of Distribution
Fidelity Adviser Solutions

Matt Wiltshire

Matt Wiltshire

Advisory Proposition Consultant
FE fundinfo

Henry Boucher

Henry Boucher

Head of Investment Strategy
Sarasin & Partners

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.

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