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📆 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

Seven more sleeps until the big one - our SDR webinar on 30th September. https://lnkd.in/e2EJgEMD #compliance #knowyourcustomer #sustainableinvesting  #ESG #investgreen #ESGinvesting #sustainablefinance #financialadvisers #financialadvice #pensions #investmentplanning #financialplanning

📆 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

📆 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

Incorporating #ENVIRONMENTAL, #SOCIAL and #GOVERNANCE (#ESG) Factors into #FIXED #INCOME #INVESTMENT – A growing body of research shows that Environmental, Social and Governance (ESG) factors are material credit risk for fixed income investors. The evidence suggests that incorporating ESG into fixed income investing should be part of the overall credit risk analysis and should contribute to more stable financial returns.

Webinar: Carbon Markets - What Investors Need to Know Wednesday, October 2, 11:00 AM EDT Carbon credits have received increased attention over the past year, as questions about data integrity and real-world carbon abatement come to light. However, this nature-based asset class continues to evolve, offering a promising long-term opportunity for institutional investors. Join our expert panel as they explore the latest developments in carbon markets—from improved assessment methods to growing interest from companies and investors—and what to expect in the year ahead. This webinar will be moderated by Emmanuel Tamrat, Senior Research Analyst. Speakers will include: Eric Cooperström, Managing Director, Impact Investing & Natural Climate Solutions, Manulife Investment Management. Guy Turner, Managing Director, Global Head of Carbon Markets, MSCI Tasos Zavitsanakis, Managing Director and Co-Head of the APAC Sustainable Finance Office, UBS AG Non-members may pay a fee to join. Register: https://lnkd.in/evfj8QDE #corpgov #corporategovernance #voiceofcorporategovernance #institutionalinvestors

📆 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

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

#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

Announcing the 2024 Canadian RI Trends Report! The 2024 Report reveals a pivotal milestone for the industry, with RI now accounting for 71% of total AUM. This growth is accompanied by a marked rise in investor confidence, driven by clearer definitions of RI strategies and improved ESG reporting practices. The Report also identifies key challenges that continue to hinder RI’s full potential, including greenwashing, regulatory uncertainty and performance concerns. Key findings from the 2024 Report: ➡️  Nearly 60% of respondents report increased confidence in the quality of ESG reporting, driven by clearer RI strategy definitions. However, demand for standardized reporting practices remains strong ➡️  Climate change concerns, investor demand for ESG/impact investments and regulatory guidance/requirements remain the primary drivers of RI growth. ➡️  Risk mitigation remains the primary reason organizations consider ESG factors, followed by enhancing long-term returns and fulfilling fiduciary duties. ➡️  Greenwashing and lack of standardization remain top obstacles, while concerns related to perceived performance of RI are more pronounced. Thank you to Addenda Capital, AGF Management Limited, Mackenzie Investments, NEI Investments, and RBC Global Asset Management for Sponsoring the 2024 Canadian Responsible Investment Trends Report. Learn more about the report here: https://lnkd.in/gVcC5mHa #ESG #ResponsibleInvestment