Welcome to the ESG Roadshow 2020
21st - 29th October

Harrogate | Knutsford | Birmingham | Bristol | Exeter


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 2020 and will offer advisers the opportunity to hear from five managers of varying strategies, as well as a keynote presentation from ESG expert Julia Dreblow, founder of SRI Services and Fund EcoMarket.

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

      Speakers

      Senior Product Specialist
      Pictet Asset Management
      Director & Founder
      SRI Services & Fund EcoMarket
      Editor
      Professional Adviser
      Client Service Manager
      Baillie Gifford

      Book your place today

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