RECORDING IS NOW AVAILABLE
In one of our recent surveys, we asked advisers if they felt adequately prepared to discuss ESG investing options with their clients, and only 25% responded that they were. With ESG investment options growing exponentially and regulators taking a keener interest, we are hosting a webinar to explore the practical steps advisers can take when evaluating and presenting investment options to clients. Tony Adams, Head of Sustainable Investment Research, Lonsec Research will be in discussion with Jessica Harris of MGD Wealth to take us through her approach to ESG conversations with clients.
Jessica has built her career by providing clients with a forward-thinking attitude together with sustainable investment solutions. In this webinar, Jessica will outline what her clients are looking for in sustainable investments, what her process is for evaluating investment options, and how she integrates these into her clients’ wider portfolios.
Tony and Jessica will also discuss what fund managers and product providers can do to make sustainable investing easier to understand and accessible for both advisers and their clients.
There will be a dedicated Q&A session at the end of the webinar, so this is a great opportunity to directly hear from and ask questions of a financial adviser who has successfully integrated sustainable investing into her practice.
Head of Sustainable Investment Research, Lonsec
Tony joined Lonsec in March 2019 and is responsible for the ESG assessment of funds across all sectors and as well broad oversight of the assessment of sustainable, ethical, ESG and impact capabilities across managers. He is responsible for Lonsec’s sustainability reporting framework (Lonsec’s BEE’s) for funds.
Prior to joining Lonsec, Tony has had 30 years’ experience in global fixed interest markets, most recently as Head of Global Fixed Interest and Credit at Colonial First State Global Asset Management, where he developed the firm’s global credit capability and oversaw the implementation of ESG across portfolios.
Client Adviser, MGD Wealth
As part of the MGD Wealth Team, Jess brings more than 10 years of experience, an enthusiastic attitude, and an outcome-driven focus for her clients.
Jess is passionate about assisting clients in making the most of their future opportunities and has built a reputation for educating in an informative way that provides clients comfort in their ability to achieve their desired lifestyle.
Jess leans on her passion for educating when providing sustainable investment solutions to her clients. Identifying solutions that align specifically to clients’ personal goals and values, with a view to play a proactive role in positive change.