Incorporating Sustainability Into the Advisor Workflow

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Presented by

Shila Wattamwar, and Adam Fleck

About this talk

Today’s investors are demanding personalization more than ever, and sustainable investing introduces an opportunity for advisors to help consider (or reconsider) why they invest. Each client will have different motivations for sustainable investing. Some want to limit risk. Some want to improve their returns. Others want to make an impact or seek policy change. Knowing a client’s interest isn’t enough—advisors must be able to drill down into what their clients want to achieve, discuss different approaches, and convey the resulting impact. There is no “one size fits all” approach, but advisors who adopt a consultative approach to sustainable investing will demonstrate added value in an increasingly competitive space. Join us for a discussion on: - How to incorporate sustainability across the entire advisor workflow - Five steps to kicking off an investable world conversation with clients - Strategies for integrating ESG into portfolio construction This webinar has been accepted by the CFP® Board for one continuing education (CE) credit for CFP® designations. Speakers: • Shila Wattamwar, Global Head of Retail and Wealth ESG Strategy and Strategic Partnerships, Morningstar Sustainalytics • Adam Fleck, Director of Equity Research, ESG, Morningstar This webinar has been accepted by the CFP® Board for one continuing education (CE) credit for CFP® designations.

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