Upcoming events for advisers

Ethical and impact investing: Are you ready to embrace the fast increasing demand and the coming regulatory changes?

Wednesday 29 Jan 2020, 12:00 pm – 1:00 pm

Please join us for an educational live webinar on the different shades of sustainable investing.

The topics covered will be the following:

  • What are the key differences between Ethical, ESG, SRI and impact investing?
  • How is regulation pushing financial advisers to revisit the subject with all their clients?
  • What are the different ways of introducing it with my clients?
  • Do my clients need to compromise on their financial returns to do good?
  • How does EQ approach it and how can my clients benefit from EQ’s expertise in this field?

We will end with a Q&A session, giving you the opportunity to ask any questions you may have.

Note: This webinar is aimed at professional financial advisers and paraplanners only. CPD forms available upon request.

Due diligence on “ethical” DFMs and funds: What are the key areas to consider?

Wednesday 26 Feb 2020, 12:00 pm – 1:00 pm

Please join us for an educational live webinar on the the key areas to focus when you run due diligence on ethical DFM .

The topics covered will be the following:

  • What are the different ethical investing approaches?
  • Experience and commitment of the investment firm
  • Passive vs active: Pros and cons
  • Establishing what’s important to the client, and the questions you should ask
  • How to reduce the risk of greenwashing?
  • Reporting to clients: What are the best industry practices?
  • What about engagement?

We will end with a Q&A session, giving you the opportunity to ask any questions you may have.

Note: This webinar is aimed at professional financial advisers and paraplanners only. CPD forms available upon request.

Demystifying impact investing: Most common myths discussed

Wednesday 25 Mar 2020, 2:00 pm – 3:00 pm

Please join us for an educational live webinar on the the 5 most common myths we hear about impact investing.

The topics covered will be the following:

  • Impact investing is just like ESG investing
  • Impact investing will sacrifice my investment returns
  • Impact investing will mostly target small-cap, early-stage and non-profitable companies
  • It is a narrow investment universe and you cannot get real impact opportunities at attractive valuations
  • Impact investing is too volatile and risky for private investors

We will end with a Q&A session, giving you the opportunity to ask any questions you may have.

Note: This webinar is aimed at professional financial advisers and paraplanners only. CPD forms available upon request.

Recorded webinars

Q4 Webinar: Bringing Impact Investing to Life

Tuesday 3 Dec 2019, 12:00 pm – 12:30 pm

Join us for a live update on the EQ Positive Impact Portfolios:

  • We’ll highlight how companies held within the portfolios are making a positive impact on society and the environment using case studies of underlying holdings.
  • We’ll end with a Q&A session, giving you the opportunity to ask any questions you may have.

Key Findings from the EQ Positive Impact Report 2019

Wednesday 30 Oct 2019, 12:00 pm – 12:30 pm

A recording of our October webinar discussing the 2019 Positive Impact Report is still available.

In the webinar we run through key findings and takeaways, and explain what positive impacts we have achieved in the past year.

To download a copy of the report itself click here.