Assessment of sustainability preferences of investors is coming under the spotlight ahead of UK Sustainability Disclosure Regulations (SDR) coming into force next year. How advisers adapt the way they speak to clients and practically turn their sustainability preferences into suitable investment portfolios is a challenge, and one that we are able to support you with.
At our recent adviser events, we explored several different approaches advisers can take to discover their clients' sustainability values, research possible investments, and implement a sustainable investment proposition. Watch the videos below to learn more.
What is sustainable investing, and does it actually do any good?
Speaker: Henry Boucher
Head of Investment Strategy at Sarasin & Partners
During this session you will discover:
- How the changing world is forcing investors to look at sustainability seriously
- Why a sustainable portfolio could be right for your clients
- Why there is opportunity in the sustainable transition
What are the regulations advisers must be aware of?
Speaker: Mikkel Bates
Regulation Manager at FE fundinfo
During this session you will hear about:
- Which regulations advisers should consider at present
- Why advisers need to keep ahead of regulatory changes
- How the proposed changes in the SDR may help improve client outcomes
How to speak to your clients about their sustainability preferences and build it into your advice process
Speaker: Matt Wiltshire
Advisory Proposition Consultant at FE fundinfo
During this session you will discover:
- How advisers can learn their clients' sustainability values
- How onboarding tools such as FE CashCalc can benefit an adviser's process
- Why aligning client values with outcomes helps suitability
How do you select a suitable investment?
Speaker: Stuart Carmichael
Product Manager at FE fundinfo
During this session you will learn:
- How advisers can effectively research ESG options in FE Analytics
- What ESG ratings are available and how they are scored
- What future tools will be available to help advisers with their research
What does a good ESG investment proposition actually look like?
Speaker: Ed Margot
Head of Client Investment Strategy at FE Investments
During this session you will learn:
- What makes up a good responsible investment proposition
- Why an ESG framework can help with client suitability
- How investors are looking at their portfolios through a sustainable lens
How are advisers tackling the responsible investment challenge?
Panel Discussion
Alena Kosava, Head of Investment at AJ Bell
Henry Boucher, Head of Investment Strategy at Sarasin & Partners
Matt Wiltshire, Managing Director at Niche IFA
During this session you will learn:
- How advisers are currently impacted by the move to sustainable investment
- What product suppliers are doing to support advisers
- What the future of sustainable investment advice might be
