At EQ we firmly believe that clients can achieve their financial goals while doing good for people and the planet and have been managing sustainable portfolios for retail investors for the past 8 years.
In this webinar, Damien Lardoux, Head of Impact Investing and Louisiana Salge, Senior Sustainability Specialist offer an overview of sustainable investing, aimed at any financial adviser who wants to be able to discuss this topic with confidence with their clients.
Watch the video
In this webinar:
Defining sustainable investing
The investment case for sustainable investing
How to build a sustainable Central Investment Proposition (CIP)
How to approach sustainable investing with clients
How to access EQ Investors’ model portfolio service
After the webinar we answered a number of questions on platform availability, fund selection, impact reporting and low carbon investments and lots more – please see the video chapter markers for details.
Get in touch
If you would like to offer sustainable investments to your clients, then we’d love to hear from you.
Please contact Matt Hardy, Business Development Manager with any questions using the contact form on this page, or email firstname.lastname@example.org .