Vivek Mittal, Asha Mehta, Justina Lai + more TBD
ESG boomed in the past year, with the global pandemic highlighting at once the value of ESG criteria for risk management, and bringing the need to bridge social gaps and fight climate change to the forefront of our shared consciousness.
The biggest generational wealth transfer in history is set to take place over the next decade, with over $30 trillion being passed from baby boomers to millennials. A recent study by MSCI found that 90% of millennials wanted to tailor their investments to their values - suggesting that this shift towards ESG is set to continue into the future.
With this in mind, it has never been more important for wealth advisors to integrate ESG into their investment strategy. However, without any set standards or benchmarks defining its scope, delivering sound advice about ESG performance is by no means easy.
Join this session to get exclusive insight into ESG performance metrics from world-leading advisors and ESG experts.
Topics for discussion include:
- Market-beating ESG strategies and how to replicate them in your practice
- Moving beyond exclusion: how to identify ESG opportunities and assess risks to achieve higher returns
- Incorporating ESG data sets into reporting to deliver more valuable insights to investors
Vivek Mittal, Chief Executive Officer, Afida Africa (Moderator)
Asha Mehta, Managing Partner & CIO, Global Delta Capital
Justina Lai, Chief Impact Officer, Wetherby Asset Management