Welcome to the ESG Roadshow 2021
12th - 21st October

Exeter | Bristol | Birmingham | Knutsford | Harrogate


With Greta Thunberg’s message ringing loud and clear around the world, there is little doubt that offering advice on responsible investing gives advisers a chance to differentiate themselves and even make a difference.
 
Times are changing and environmental and social issues are becoming a greater part of the public’s psyche in general. Studies show women and millennials in particular – both rapidly growing markets for advisers - are increasingly interested on investments in line with their ethical principles.

 That said, it is not a simple market for advisers to navigate, with fund houses operating different ESG strategies, such as negative screening (removing certain companies or sectors) and positive impact (investing in companies actively tackling an issue), all on top of clients expressing different ESG preferences.

The regulation around this section of the market is interesting too. While the FCA currently says ESG does not need to be considered under the current suitability regime, in a recent Green Finance paper it said it expects advisers to gather “sufficient information” to make suitable investment decisions for clients, which it said can include understand sustainability preferences.

The Professional Adviser ESG Roadshow will visit five English cities in October 2021 and will offer advisers the opportunity to hear from five managers of varying strategies, as well as a keynote presentation from David Macdonald, founder of The Path.

Time until the event

      WHO SHOULD ATTEND?

      Professional Adviser welcomes delegates with the following job titles:

      • Advisers

       • Independent Financial Advisers

      • Investment Advisers

      • Investment Managers

      •  Financial Planners

      •  Wealth Managers

      •  Directors/CEOs of Financial Adviser Companies

      Book your place today

      1 - Exeter Tickets

      Exeter: 12th October

      Exeter Golf & Country Club

      Topsham Rd,

      Exeter

      EX2 7AE 

      Tel; 01392 874139

      This item is no longer available
      2 - Bristol Tickets

      Bristol: 13th October

      Leigh Court

      Leigh Court Business Centre Pill Road

      Abbots Leigh

      Bristol

      BS8 3RA

      01275 373 393

      This item is no longer available
      3 - Birmingham Tickets

      Birmingham: 14th October

      Marriott Forest of Arden

      Maxstoke Lane, Meriden, Birmingham, Coventry CV7 7HR

      01676 522335 

      This item is no longer available
      4 - Knutsford Tickets

      Knutsford: 20th October

      The Mere Golf Resort & Spa

      Chester Road

      Mere

      Knutsford

      WA16 6LJ

      Tel: 01565 830155

      This item is no longer available
      5 - Harrogate Tickets

      Harrogate: 21st October

      Rudding Park

      Rudding Lane

      Follifoot

      Harrogate

      HG3 1JH

      Tel: 01423 871350

      This item is no longer available

      This event is working towards the International Standard ISO 20121 and follows guidance set out by the Sustainable Event Alliance (SEA)
      FIND OUT MORE

      Contacts

      For sponsorship queries, contact:
      Andrew O'Kelly
      Business Development Director
      07973 552381
      For registration queries, contact:
      Aaron Nursimooloo
      Senior Delegate Research & Recruitment Executive
      020 7484 9777