PFS: Building Environmental Social Governance into your investment advice process
With the impending Mifiid II requirement to consider Environmental Social Governance (ESG) and Ethical views for our client’s investment solution, we are pleased to welcome Damien Lardoux from EQ Investors to provide his insight and suggestions.
Learning Objectives
By attending this event, delegates will identify:
- How to define sustainable investing? What are the different approaches to it?
- How should I approach the subject with my clients?
- How to build a sustainable Centralised Investment Policy?
- What should my due diligence focus on?
Timing:
09:15 to 09:30 for registration
09:30 to 10:30 Presentation and Q&A
10:30 Close
Venue
- Online
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Please note: This event is a regional collaboration between the local institutes in the area. Your booking details will be shared with the Insurance Institute of Chelmsford and South Essex, which is acting as the host institute for this event.
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
1 hour's CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.