Webinar - Looking back at 2020 and ahead to conscious capitalism: ESG and socially responsible investing

Tuesday, 17 November 2020
3:00 pm – 4:00 pm
    • Adam Martell, Investment Manager & Chartered Wealth Manager, Charles Stanley

A presentation by Adam Martell - Investment Manager & Chartered Wealth Manager Charles Stanley, in conjunction with the Institutes of Hull, York and Bradford

Webinar overview:

In response to the Covid-19 pandemic, around the world central banks provided record levels of stimulus to support economies. In this webinar, Adam will recap the main events of the year, before turning attention towards integrating ESG (environmental, social, governance) and socially responsible factors into any strategy as an investment manager. Building wealth for the future is important but increasingly Adam is finding people want their investments to do more than make money. This webinar explores the role of ESG integration as part of this process.

Learning Objectives:

• How have financial markets changed in 2020?
• What are the common approaches to socially responsible investing?
• Why does ESG (Environmental Social Governance) matter and who does it affect?
• What tools can help financial advisors and intermediaries?
Biography

As an Investment Manager and Chartered Wealth Manager, Adam manages client relationships and investment portfolios for individuals and on behalf of financial advisers, accountants and solicitors. He is passionate about helping to protect and grow the value of investments, including pensions, savings, inheritance, trusts and charities. He also takes a keen interest in socially responsible investment.

Outside of work, Adam is proud to be a board Trustee of The Hunslet Club, the largest youth club in Leeds which helps young people achieve their full potential. In addition, as a member of the Personal Finance Society he sits on the council for The Chartered Insurance Institute of Leeds. He is regularly featured in the Business section of the Yorkshire Post, and lives in West Yorkshire with his wife and young son.

To Take Part and obtain a copy of the link contact Veronica Wilkinson at veronica.wilkinson@live.co.uk or 01904 656104

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1 hour's CPD can be claimed for this event if relevant to your learning and development needs.

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