• +44 (0) 203 830 8050
  • [email protected]

ESG: The adviser experience

28 Sep, 2020 | Return|

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

Register now

Related

The return of Responsible Pathway!

Following the success of last year’s events, we are excited to present Responsible Pathway, ou...

Read More >

The Good Investment Review: October 2021

Welcome to the eleventh edition of The Good Investment Review, in which we will be exploring climate...

Read More >

Three years of the Havelock Global Select fund

Reaching the three year milestone this August, the Havelock Global Select fund is a global equity va...

Read More >

RESOURCES

Discover our range of guides and resources to help with your business planning and communicating with your clients.

EXPLORE RESOURCES >

TALKING WITH

In our ‘Talking With’ series we take a peek into the life of some of the industry’s leading figures, talking candidly on how they started, their experience and what they do to relax.

DISCOVER MORE >
Feedback