Webinar - ESG, SRI and Your Clients - Aligning Values with Investments

Thursday, 30 November 2023
4:00 pm – 5:00 pm (UK time)

Join us for an insightful webinar that will delve into the diverse realm of sustainable investing, shedding light on the differences between ESG and SRI strategies.

This session aims to empower advisors with the knowledge to discuss their clients' values and preferences for sustainable investing. Gain insights into investment solutions and learn effective techniques for presenting them to your clients.

Don't miss out on this opportunity to enhance your expertise in sustainable investment practices!

Learning Objectives

The Learning Objectives for this Webinar are as follows:

  • Understand the different sustainable approaches to investing and distinguish between them.

  • Learn how to effectively interpret the values, priorities, and preferences of investors when it comes to sustainability within their investments.

  • Improve knowledge of the available solutions for different client segments.

Sam Adams

Samuel Adams joined ebi’s board as a Non-Executive Director in September 2020, bringing a wealth of experience as a senior manager in the financial services sector, and particular expertise in ESG investments and presenting ESG solutions to advisers and investors alike. Previously, Sam started Dimensional’s Financial Advisor business in the UK & Europe, leading it for 10 years. In 2016 he founded Vert Asset Management, a dedicated ESG investment manager that is focused on making sustainable investing easier for financial advisers and their clients. Sam is leading ebi’s charge into the adoption of sustainable and ESG investing, and aiding in delivering this philosophy to advisers and investors.

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.