In this Insurance Institute of London (IIL) financial services panel discussion, Chris Toy, Heather Hopkins and Clémence Chatelin, will uncover the current landscape in responsible investing with key themes and shifts in the year ahead.

Description

ESG, Sustainable, Ethical, Impact… Responsible Investing in its many forms has been a dominant discussion in 2020 for financial services.

This webinar aims to move beyond the jargon busting and focus on practical aspects such as how Financial Advisers and Wealth Managers can start conversations with clients and what the panellists expect will be the themes for 2021.

The panellists will look at some real investment examples and give listeners the perspective of a practitioner, an industry view and a Fund Manager.

Speaker panel

• Chris Toy, Wealth Manager, Tribe Impact Capital
• Heather Hopkins, Managing Director, NextWealth
• Clémence Chatelin, Sustainable Investing Specialist & Financial Planner, Paradigm Norton Financial Planning
• Anna Pollins, Managing Director, Fairstone (Host)

The panellists will discuss:

• What the current landscape looks like for Advisers
• The different ways they’re engaging with clients on this topic (box ticking vs. real engagement)
• Intergenerational/Intergender wealth transfer – ways Advisers are taking advantage of these trends

By the end of this webinar members would have gained an insight into:

• What responsible investing may look like for Advisers and their clients in 2021 and beyond – themes and trends
• Practical ideas for those looking to implement responsible investing into their proposition
• Resources and companies that can help listeners enhance their understanding