As ESG, Responsible, and Sustainable Investing evolve from a niche consideration to mainstream practice, advisers are increasingly asking how they can ensure their investment solutions align with their clients’ values.
What am I really invested in? How are investment decisions made? What industries does my portfolio explicitly exclude? In short… How much good am I contributing to the planet and its inhabitants?
These are the questions Lonsec is helping advisers answer for their clients with a new breed of sustainable investment research, tools, and managed portfolios.
This webinar is your chance to discover the metrics that can be followed and how portfolios can be constructed in line with your clients’ values while delivering on investment outcomes.
Lorraine Robinson – Executive Director, Lonsec Research
Deanne Baker – Portfolio Manager, Lonsec Sustainable Portfolios
Topics
• What tools are available to advisers to assist them in constructing portfolios that align with their clients’ values?
• Why is it important to be able to measure sustainability? How does Lonsec measure what is sustainable?
• How do the Lonsec Sustainable Portfolios provide a solution that is not only aligned to client values but can also deliver strong risk-adjusted returns?
