Henry Boucher, Investment Strategy, Sarasin & Partners
About this talk
Learning objectives:
•A broad understanding of what E, S and G are, and why they are
so important to investors
•Some principles and jargon busting
•How to navigate the choices of funds to understand if they will
meet your clients’ needs
We are the professional body for the financial planning profession in the UK. Our remit is to lead the financial planning community towards higher levels of professionalism exhibited through technical knowledge, client service and ethical practice.
We are part of the Chartered Insurance Institute group and aligned with its Royal Charter that requires we secure and justify the confidence of the public.…