Building and managing your SRI/ESG strategy

Beginner
Investing
Self certified
Video
Date:

Wednesday 14th October 2020

Location:

Online

Duration

59 MINS

Looking at how you build and manage your SRI/ESG strategy

Learning objectives

In this session we covered…

  • How to comply with MiFID 2 and FCA requirements
  • Tips on discussing this with clients
  • Researching this area
  • The compromises clients might have to make
  • A paraplanner’s experience of building a firm’s process and strategy.

Speakers

1
Sean Hawkins
Ascentric

Strategic Partnerships Manager, Ascentric, Sean works with third parties including DFMs and fund managers to help them shape and deliver their investment propositions. Over the course of his career in financial services, he’s worked both as an IFA and in business development. You may want to take a look at some of Sean's thoughts on ESG and CIPs here.

1
Clémence Chatelin
Paradigm Norton

Clémence obtained a Bachelor’s in International Management (China) at SOAS, she discovered her passion for finance and sustainable business. After completing a Master’s in Finance & Investment at the University of Bristol she joined the Paradigm Norton team in 2017 on the Graduate Programme.

Event resources

Download Materials

M&G Wealth have created a page on their website where you can download the slidedeck, access resources AND complete a brief test to obtain your CPD certificate for taking part.

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