ESG ROADSHOW 2021
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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:
• Independent Financial Advisers
• Investment Advisers
• Investment Managers
• Financial Planners
• Wealth Managers
• Directors/CEOs of Financial Adviser Companies
Book your place today
Exeter: 12th October
Tel; 01392 874139
Bristol: 13th October
Leigh Court Business Centre Pill Road
01275 373 393
Birmingham: 14th October
Maxstoke Lane, Meriden, Birmingham, Coventry CV7 7HR
Knutsford: 20th October
Tel: 01565 830155
Harrogate: 21st October
Tel: 01423 871350
This event is working towards the International Standard ISO 20121 and follows guidance set out by the Sustainable Event Alliance (SEA)
FIND OUT MORE