Environmental, social and governance (ESG) investing remains top of mind for advisors. Not only has the global pandemic thrust all these themes into plain sight, but diversity and inclusion are top of mind for many investors. Add in the huge investments in clean energy, and it’s clear the world is changing – and portfolios need to reflect this.
Many investors now want their capital to make a difference, in alignment with their values. However, for advisors, questions remain about the best approach. Measuring tools for ESG can be contentious, terminology can lack clarity, and constructing a portfolio that genuinely makes a difference to our society requires a clear methodology.
WP’s Advisor Connect brings together key industry leaders to discuss the big themes in ESG investing in 2021, the effect of the pandemic, and what the future holds for responsible investing. In the ‘new normal,’ these issues matter more than ever.
Join us at Advisor Connect, Canada’s leading networking forum dedicated exclusively to helping advisors connect, interact and succeed.
This panel will address:
• The dominant themes in ESG, such as clean energy and diversity
• How to construct the right ESG portfolio for your client – what an advisor needs to know
• How to talk to clients about ESG
For enquiries, please contact jesse.friedl@keymedia.com
Duration
1 hour
Price
Free
Language
English
OPEN TO
Everyone
Dial-in Number
Please register for this Webinar to view the dial-in info.
Aaron White is a member of the Institutional Asset Management team. He focuses on sustainable investing and enhancing the firm’s ESG capabilities, including policy development and implementation and client communication. He also manages and...
Delaney works closely with investment teams at Addenda Capital to conduct engagement initiatives with companies on Environmental, Social and Governance (ESG) matters. She also supports ESG integration into investment analysis and the promotion of...
Head of ESG Canada, Manulife Investment Management
Margaret Childe is Head of Environmental, Social, and Governance (ESG), Canada, at Manulife Investment Management. She is responsible for working collaboratively and proactively with Manulife Investment Management’s Canada-based investment teams...
Senior Manager – Sustainable Investment, National Bank Investments
Mari Brossard is a Senior Manager, Sustainable Investment at National Bank Investments. She started at National Bank of Canada in 2014, before joining NBI in 2018. She conducts various research in responsible investment and actively participates...
James Burton is a journalist with 17 years’ experience in newspapers and websites in the UK, UAE, Bermuda, and Canada. He is the senior editor for Wealth Professional Canada, specializing in stories about investing, portfolio management, financial...