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

FacebooktwitterlinkedinmailFacebooktwitterlinkedinmail   by Alex Michelsen, 30th December 2019

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.

Contact Alex

    Alex Michelsen