Name: CPD: Incorporating ESG into model portfolios
Start: 2020-10-14T09:30:00Z
End: 2020-10-14T09:30:52.000Z
Location: BrightTALK
Rating: 5

The webinar and video channel for content and events hosted by Elston.  For UK wealth managers and financial advisers.

Understanding Factor Investing with Andrew Ang

The UK's largest dividend payers: a systematic approach to UK Equity Income

Blending Smoothed and Multi Asset Funds to manage volatility and sequencing risk

Our updated quarterly outlook focusing on key themes for markets and the economy with Henry Cobbe (Head of Research), Hoshang Daroga (Investment Director), and Mike Bell (Interim Macro Market Strategist) from Elston and Natasha Sarkaria  (Investment Strategist, BlackRock)

4q25 Outlook: Towards resolution

Elston 2025 Investment Roadshow - ESG in Focus

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Elston 2025 Investment Roadshow - Global Market Outlook

Elston 2025 Investment Roadshow - The Trump White House

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The objective of this CPD module is to understand the UK Sustainability Disclosure Requirements (SDR), its impact on financial advisers and portfolio management, and how to navigate the evolving regulatory landscape.

CPD: Understanding Sustainability Disclosure Requirements

Our updated outlook with Natasha Sarkaria (Blackrock), Henry Cobbe & Hoshang Daroga (Elston)

2q25 Outlook: America's Trade War

We take a step back at Trump's Trade War, look at lessons from 2018, contrast sector and factor performance.
This extract is the shortened public version of our webinar with our Adviser clients (as at Fri 4 Apr 2025)

Trump's trade war - market impact

A brief update on key take aways from the 2 April 2025 "Liberation Day" unveiling of Trump's tariff policy

Trump's Tariffs: what it means for markets

Tax-efficient investing: Why Direct Gilts are a smart alternative to Cash Deposits for high-earners

The "Flex First, Fix Later" Pension & Budget Comment

Global Security Outlook

The objective of this CPD module is to understand the evolving integration of ESG into model portfolios.
Learning Outcomes
By completing, this CPD module, you should be able to:
Understand client and regulatory drivers towards ESG investing
Summarise the key requirements and likely obligations under evolving regulation
Outline how ESG ratings impact a portfolio and summarise implementation options
Structured CPD 1hr Presentation + 30min Online Test = 1.5hours CPD

CPD: Incorporating ESG into model portfolios

Financial advisor

Financial Planning

Wealth Management

Portfolio Management

Multi Asset

Elston

Asset Allocation

ETFs

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CPD: Incorporating ESG into model portfolios

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Elston Insights