ESG: The adviser experience
Despite a rising interest in ESG and Responsible Investment across the investment industry, recent research carried out by Square Mile highlighted there is still much confusion and misinterpretation surrounding these trends and what they mean for the advice sector.
In Square Mile’s recent ESG Pathway events, in partnership with ESG Clarity, we were joined by two panels of advisers to discuss how they have started their journeys towards ESG integration and Responsible investment, the evolution of their client conversations and how they are avoiding ‘greenwashed’ funds.
Session 1: Tips for starting your ESG journey
In the first event in the series, Square Mile's Senior Investment Consultant, Jake Moeller, and panellists from Foster Denovo, Pennine Wealth Solutions and Taylor Made Financial Planning shared their ESG journeys. Watch this short highlight video below or read the key take-aways in ESG Clarity's Tips for IFA firms starting their ESG journey.
Session 2: Conversations with clients and how to avoid greenwashing
In the second event in the series, Square Mile's Senior Investment Consultant, Jake Moeller, and panellists from Thomas & Thomas Ethical Investments, Tribe Impact Capital and Watt Money discussed client conversations and engagement around Responsible Investment and ESG. Watch this short highlight video below or read the key take-aways in ESG Clarity's: Conversations with clients and how to avoid greenwashing.
More on ESG Pathway
ESG Pathway is a four-part virtual event series that has been designed to expand the dialogue between advisers, asset manager and independent expert commentators around the topics of ESG and Responsible Investment.
You can catch up on the previous events here. Please join us for the final event:
Future funds: What are your predictions?
Tuesday 8th December | 10am to 12pm