Lee Coates OBE’s Post

📆 Only one week to go! Please join us on Monday 30th September 2024 at 0930 (90mins) during UKSIF Good Money Week 2024! 📣 Mastering the SDR: Technical Insights, Practical Application & Commentary 📍Focus (you will hear from Louisa Chender Financial Conduct Authority and Quinn Massaroni Janus Henderson Investors) 📍Improvers (you will hear from Louisa Chender Financial Conduct Authority and James Corah CCLA Investment Management) 📍Impact (you will hear from Louisa Chender Financial Conduct Authority and WHEB) 📍Mixed Goals (you will hear from Louisa Chender Financial Conduct Authority and Max Dawe, CFA Fidelity International) 📍Sustainability Characteristics (you will hear from Louisa Chender Financial Conduct Authority and Mariella Rice-Jones Brooks Macdonald) 📍Ethical Investing (you will hear from Louisa Chender Financial Conduct Authority and Miranda Beacham Aegon Asset Management) Commentary from Lee Coates OBE and Eleanor Dowding of ESG ACCORD (Accord Initiative) If you have any questions you would like covered during the webinar, please send us a DM (and don't forget to sign up!) ⏰ Register now: https://lnkd.in/eUDUyeh5 #SDR #compliance  #esginvesting  #climate  #sustainableinvesting #financialplanning  #esg  #wealthmanagement

📆 Only one week to go! Please join us on Monday 30th September 2024 at 0930 (90mins) during UKSIF Good Money Week 2024! 📣 Mastering the SDR: Technical Insights, Practical Application & Commentary 📍Focus (you will hear from Louisa Chender Financial Conduct Authority and Quinn Massaroni Janus Henderson Investors) 📍Improvers (you will hear from Louisa Chender Financial Conduct Authority and James Corah CCLA Investment Management) 📍Impact (you will hear from Louisa Chender Financial Conduct Authority and WHEB) 📍Mixed Goals (you will hear from Louisa Chender Financial Conduct Authority and Max Dawe, CFA Fidelity International) 📍Sustainability Characteristics (you will hear from Louisa Chender Financial Conduct Authority and Mariella Rice-Jones Brooks Macdonald) 📍Ethical Investing (you will hear from Louisa Chender Financial Conduct Authority and Miranda Beacham Aegon Asset Management) Commentary from Lee Coates OBE and Eleanor Dowding of ESG ACCORD (Accord Initiative) If you have any questions you would like covered during the webinar, please send us a DM (and don't forget to sign up!) ⏰ Register now: https://lnkd.in/eSnRAQYp #SDR #compliance  #esginvesting  #climate  #sustainableinvesting #financialplanning  #esg  #wealthmanagement

📆 Two weeks to go! Please join us on Monday 30th September 2024 at 0930 (90mins) during UKSIF Good Money Week 2024! 📣 Mastering the SDR: Technical Insights, Practical Application & Commentary 📍Focus (you will hear from Louisa Chender Financial Conduct Authority and Quinn Massaroni Janus Henderson Investors) 📍Improvers (you will hear from Louisa Chender Financial Conduct Authority and James Corah CCLA Investment Management) 📍Impact (you will hear from Louisa Chender Financial Conduct Authority and WHEB) 📍Mixed Goals (you will hear from Louisa Chender Financial Conduct Authority and Max Dawe, CFA Fidelity International) 📍Sustainability Characteristics (you will hear from Louisa Chender Financial Conduct Authority and Mariella Rice-Jones Brooks Macdonald) 📍Ethical Investing (you will hear from Louisa Chender Financial Conduct Authority and Miranda Beacham Aegon Asset Management) Commentary from Lee Coates OBE and Eleanor Dowding of ESG ACCORD (Accord Initiative) If you have any questions you would like covered during the webinar, please send us a DM (and don't forget to sign up!) ⏰ Register now: https://lnkd.in/eSnRAQYp #SDR #compliance  #esginvesting  #climate  #sustainableinvesting #financialplanning  #esg  #wealthmanagement

Only 2 weeks to go until our Good Money Week webinar. Featuring the views of top fund and portfolio managers as well as detailed commentary from the FCA on the SDR labels, Sustainability Characteristics and ethical options, it will be a webinar not to be missed #compliance #knowyourcustomer #sustainableinvesting  #ESG #ESGinvesting #sustainablefinance #financialadvisers #financialadvice #pensions #investmentplanning #financialplanning https://lnkd.in/g7KYhZcm

📆 Two weeks to go! Please join us on Monday 30th September 2024 at 0930 (90mins) during UKSIF Good Money Week 2024! 📣 Mastering the SDR: Technical Insights, Practical Application & Commentary 📍Focus (you will hear from Louisa Chender Financial Conduct Authority and Quinn Massaroni Janus Henderson Investors) 📍Improvers (you will hear from Louisa Chender Financial Conduct Authority and James Corah CCLA Investment Management) 📍Impact (you will hear from Louisa Chender Financial Conduct Authority and WHEB) 📍Mixed Goals (you will hear from Louisa Chender Financial Conduct Authority and Max Dawe, CFA Fidelity International) 📍Sustainability Characteristics (you will hear from Louisa Chender Financial Conduct Authority and Mariella Rice-Jones Brooks Macdonald) 📍Ethical Investing (you will hear from Louisa Chender Financial Conduct Authority and Miranda Beacham Aegon Asset Management) Commentary from Lee Coates OBE and Eleanor Dowding of ESG ACCORD (Accord Initiative) If you have any questions you would like covered during the webinar, please send us a DM (and don't forget to sign up!) ⏰ Register now: https://lnkd.in/eUDUyeh5 #SDR #compliance  #esginvesting  #climate  #sustainableinvesting #financialplanning  #esg  #wealthmanagement

Thanks so much to all of you for joining our webinar yesterday! 🙏 Thanks to our amazing speakers for their content and to UKSIF for Good Money Week 2024! 🙏 🎥 The webinar recording is now available! ⤵️ https://lnkd.in/eqTGxF5z 📣 Mastering the SDR: Technical Insights, Practical Application & Commentary (90mins) 📍Focus (you will hear from Louisa Chender Financial Conduct Authority and Quinn Massaroni Janus Henderson Investors) 📍Improvers (you will hear from Louisa Chender Financial Conduct Authority and James Corah CCLA Investment Management) 📍Impact (you will hear from Louisa Chender Financial Conduct Authority and Seb Beloe WHEB) 📍Mixed Goals (you will hear from Louisa Chender Financial Conduct Authority and Max Dawe, CFA Fidelity International) 📍Sustainability Characteristics (you will hear from Louisa Chender Financial Conduct Authority and Mariella Rice-Jones Brooks Macdonald) 📍Ethical Investing (you will hear from Louisa Chender Financial Conduct Authority and Miranda Beacham Aegon Asset Management) Commentary from Lee Coates OBE and Eleanor Dowding of ESG ACCORD (Accord Initiative) If you have any questions please send us a DM! #SDR #compliance  #esginvesting  #climate  #sustainableinvesting #financialplanning  #esg  #wealthmanagement

Well we did it - a massive thank you to our speakers and a particular thank you to Elly for bringing it all together. Great session, lots of takeaways - onwards to the next one. #compliance #knowyourcustomer #sustainableinvesting  #ESG #investgreen #ESGinvesting #sustainablefinance #financialadvisers #financialadvice #pensions #investmentplanning #financialplanning https://lnkd.in/e-FzZxFx

Thanks so much to all of you for joining our webinar yesterday! 🙏 Thanks to our amazing speakers for their content and to UKSIF for Good Money Week 2024! 🙏 🎥 The webinar recording is now available! ⤵️ https://lnkd.in/enyf9tqt 📣 Mastering the SDR: Technical Insights, Practical Application & Commentary (90mins) 📍Focus (you will hear from Louisa Chender Financial Conduct Authority and Quinn Massaroni Janus Henderson Investors) 📍Improvers (you will hear from Louisa Chender Financial Conduct Authority and James Corah CCLA Investment Management) 📍Impact (you will hear from Louisa Chender Financial Conduct Authority and Seb Beloe WHEB) 📍Mixed Goals (you will hear from Louisa Chender Financial Conduct Authority and Max Dawe, CFA Fidelity International) 📍Sustainability Characteristics (you will hear from Louisa Chender Financial Conduct Authority and Mariella Rice-Jones Brooks Macdonald) 📍Ethical Investing (you will hear from Louisa Chender Financial Conduct Authority and Miranda Beacham Aegon Asset Management) Commentary from Lee Coates OBE and Eleanor Dowding of ESG ACCORD (Accord Initiative) If you have any questions please send us a DM! #SDR #compliance  #esginvesting  #climate  #sustainableinvesting #financialplanning  #esg  #wealthmanagement

I think the phrase is..."What a line up". Our free to access webinar for UKSIF's Good Money Week brings together the FCA and Fund Managers/DFMs to look at each of the four Sustainability Labels, plus the equally important Sustainability Characteristics and Ethical options. Great for your CPD, knowledge and basic wellbeing, so come and join us on 30th September https://lnkd.in/eUr_vc_t #compliance #knowyourcustomer #sustainableinvesting  #ESG #investgreen #ESGinvesting #sustainablefinance #financialadvisers #financialadvice #pensions #investmentplanning #financialplanning

#ScienceOfSuitability #13: DON'T confound risk tolerance with sustainable-investing preferences. Understanding an investor's sustainable-investment preferences are a key part of demonstrating the suitability of advice as well as of an investment portfolio. A client's willingness to trade off financial outcomes for social returns should be measured separately from willingness to trade off the chance of lower long-term financial returns for a greater chance of higher long-term financial returns (i.e. Risk Tolerance). Read our wealth manager's guide to optimising client demand for ESG and sustainable-investing for more information now - https://lnkd.in/eK5_zeWz #SustainableInvesting #ESG #BehaviouralFinance #BeFi #FinancialPlanning #FinancialAdvice #WealthManagement