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.