Navigating Sustainable and ESG investments with your clients

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Navigating Sustainable and ESG investments with your clients

July 28 @ 11:00 am - 12:00 pm

RECORDING AVAILABLE

As awareness and demand for Sustainable and ESG investment solutions grow, Advisers need to have the confidence to successfully navigate this conversation with their clients. Investors may still be caught in the mindset that investing in funds that contribute to society means forgoing returns. However, the reality is that, when applied correctly, sustainable investments combined with a solid ESG process can deliver strong returns for your clients.

Join our expert panel as they discuss their approach to Sustainable and ESG investing and give practical tips on how to have these conversations with your clients.

Our panelists are:

Deanne Baker, Lonsec Multi-Asset Portfolio manager (Melbourne, AU)

Tony Cahill, Vice President, Account Manager QLD, WA (Brisbane, AU)

George Latham, Managing Partner at WHEB Asset Management, investment manager of the Pengana WHEB Sustainable Impact Fund (London, UK)

David Graham, Senior Financial Planner, Story Wealth-Management (Melbourne, AU)

Matt Olsen, Head of Research and Retirement Income at IOOF (Sydney, AU)


 

Details

Date:
July 28
Time:
11:00 am - 12:00 pm
Event Categories:
, ,

Details

Date:
July 28
Time:
11:00 am - 12:00 pm
Event Categories:
, ,

Important information: Any express or implied rating or advice is limited to general advice, it doesn’t consider any personal needs, goals or objectives.  Before making any decision about financial products, consider whether it is personally appropriate for you in light of your personal circumstances. Obtain and consider the Product Disclosure Statement for each financial product and seek professional personal advice before making any decisions regarding a financial product.