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Integrate impact into your investment strategy

Environmental, societal and governance factors demonstrated their importance as drivers of value last year, as businesses with higher ESG ratings outperformed others in the aftermath of the Covid-19 crisis. At the same time, investor sentiment is evolving - as society becomes more concerned about the environment and social equity, demand for investment products that reflect the investor’s own convictions has skyrocketed.

For wealth managers and financial advisors, there are various approaches that can be taken to capitalise on growing demand for ESG investing options. The challenge is in understanding the nuanced differences between these approaches and anticipating which strategy will best align with investors’ needs.

In the first episode of BrightTALK’s new original series, “ESG Innovation Hub,” we’re inviting leaders from across the global wealth industry to share their insights on the business case for ESG and to present a roadmap to help you integrate impact into your investment strategy.

Join this session to explore:

- Assessing assets - what qualifies as ESG?
- How to apply sustainable investing practices across the investment process and company operations
- Differences between qualitative vs. quantitative analysis techniques
- How to develop successful integration frameworks for ESG

Speaker:
- James Alexander, Chief Executive, UK Sustainable Investment and Finance Association

Hosted by Georgina Mitchell, Consultant, WellHouse Consulting
Recorded Jul 7 2021 44 mins
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Presented by
Georgina Mitchell, WellHouse Consulting | James Alexander, UKSIF
Presentation preview: Integrate impact into your investment strategy

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  • Build a sustainable, diversified net-zero investment portfolio Sep 8 2021 3:00 pm UTC 60 mins
    Georgina Mitchell, WellHouse Consulting | Guest speakers to be announced
    Achieving net-zero by 2050 is a mammoth task that requires cross-industry collaboration and support. Financial institutions are at the epicenter of this green revolution, tasked with the role of setting the pace and shape of our transition to net zero. For independent advisors and wealth managers, the shift to net-zero represents a huge opportunity. But it does not come without its risks.

    The first major challenge for advisors is in creating an effective assessment criteria, which ensures they are not greenwashing (marketing opportunities as sustainable when they are not.) Additionally, advisors need to understand how to offer clients better a stronger risk-return balance by diversifying. Doing this without impacting the overall sustainability of the portfolio can be tricky.

    In the third episode of BrightTALK’s Original Series, “ESG Innovation Hub” we’ll be inviting the brains behind some of this year’s most successful ESG portfolios to explore the future of sustainable investing and to present you with an action plan to constructing a sustainable and diversified net-zero investment portfolio.

    Register for this webinar to discover:

    - How investment trends are shifting in response to the net-zero transition
    - The diversification vs. sustainability puzzle: how to offer ESG investors better risk/returns
    - Avoid greenwashing: how to develop a future-proof sustainability assessment criteria
  • Educate investors about ESG Aug 11 2021 3:00 pm UTC 60 mins
    Georgina Mitchell, WellHouse Consulting | Brunno Maradei, Aegon Asset Management
    A recent study by OnePlanetCapital found that almost a tenth of investors currently hold ESG investments, and the number is expected to double this year alone. As society becomes increasingly concerned by questions of sustainability and equity, investors want to be able to make investment decisions that reflect their convictions and support causes they care about.

    However, in the absence of any widespread benchmarks or definitions, wealth advisors need to drive communications with investors, delivering education and data to ensure transparency and build trust.

    Join the second episode of BrightTALK’s Original Series, “ESG Innovation Hub” to hear from industry experts about their experiences engaging investors with ESG, and get to grips with the latest investor education strategies.

    Join the webinar to:
    - Bridging the knowledge gap: the case for investing in education
    - Identify your investors’ expectations and deliver value by offering investment opportunities that address their needs
    - Master ESG data reporting and disclosures to ensure investors understand what they’re investing in

    Confirmed speakers:
    - Brunno Maradei, Global Head of Responsible Investment, Aegon Asset Management

    Hosted by Georgina Mitchell, Consultant, WellHouse Consulting
  • Integrate impact into your investment strategy Recorded: Jul 7 2021 44 mins
    Georgina Mitchell, WellHouse Consulting | James Alexander, UKSIF
    Environmental, societal and governance factors demonstrated their importance as drivers of value last year, as businesses with higher ESG ratings outperformed others in the aftermath of the Covid-19 crisis. At the same time, investor sentiment is evolving - as society becomes more concerned about the environment and social equity, demand for investment products that reflect the investor’s own convictions has skyrocketed.

    For wealth managers and financial advisors, there are various approaches that can be taken to capitalise on growing demand for ESG investing options. The challenge is in understanding the nuanced differences between these approaches and anticipating which strategy will best align with investors’ needs.

    In the first episode of BrightTALK’s new original series, “ESG Innovation Hub,” we’re inviting leaders from across the global wealth industry to share their insights on the business case for ESG and to present a roadmap to help you integrate impact into your investment strategy.

    Join this session to explore:

    - Assessing assets - what qualifies as ESG?
    - How to apply sustainable investing practices across the investment process and company operations
    - Differences between qualitative vs. quantitative analysis techniques
    - How to develop successful integration frameworks for ESG

    Speaker:
    - James Alexander, Chief Executive, UK Sustainable Investment and Finance Association

    Hosted by Georgina Mitchell, Consultant, WellHouse Consulting
Live monthly webcasts about ESG investing strategies.
With investors across the globe becoming increasingly concerned by the impact of their investment decisions, momentum behind ESG is growing by the second and ESG funds are more lucrative than ever. Bloomberg predicts that by 2025, over ESG assets will hit $53 trillion - representing a third of global AUM. However, investors remain concerned over the quality and fragmentation of ESG data, and in the absence of any standardised assessment criteria, developing a sound ESG investment strategy is no easy feat.

In this BrightTALK Originals series, we invite experts from across the global wealth space to share their insights on the future of impact investing and present practical, tried-and-tested strategies to help you build a robust ESG investment strategy.

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  • Live at: Jul 7 2021 3:00 pm
  • Presented by: Georgina Mitchell, WellHouse Consulting | James Alexander, UKSIF
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