PFS: Building Environmental Social Governance into your investment advice process

Online
Thursday, 14 January 2021
9:30 am – 10:30 am (UK time)
    • Damien Lardoux, EQ Investors

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

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.