As a financial adviser, are you ready to embrace the fast increasing client demand for ethical/impact investing and the coming regulatory changes?

FacebooktwitterlinkedinmailFacebooktwitterlinkedinmail   by Ben Faulkner, 30th March 2020

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?
  • What are the key areas to consider in my due diligence on ethical/sustainable DFMs and funds?
  • How does EQ approaches the idea of making a positive impact while also generating a return?

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

About the author: Ben Faulkner

Ben joined EQ in 2015 and has over 17 years of experience across the pensions, financial technology and wealth management sectors. At EQ, he is responsible for developing, managing and implementing the marketing communications strategy. Outside of work, Ben’s two daughters keep him busy. He enjoys keeping fit, especially running and cycling along the Pilgrim’s Way.