With the explosion of ESG and RI investment offerings, you may be justifiably overwhelmed when it comes to choosing the product that suits your clients’ needs. In this virtual roundtable hosted by Advisor’s Edge and Investment Executive, experts share the questions that can help you determine your clients’ values and objectives from RI/ESG investing.
In this virtual roundtable on Thursday, May 13, 2021 at 1:00 pm ET, you’ll also hear about the factors that distinguish a truly committed and integrated RI/ESG process. Attendees will walk away with a list of questions to ask their clients as well as their product manufacturers.
Mary Robinson, Director of Research, Policy & Collaboration, Responsible Investment Association
Patrick Blais, Head of the Canadian Fundamental Equity Team, Manulife Investment Management
Deborah Debas, Responsible Investment Specialist, Desjardins Wealth Management
Kathrin Forrest, Vice President, Portfolio Manager, SLGI Asset Management Inc.
David Rutherford, Vice President, ESG Services, NEI Investments
Register Now and get FP Canada and IIROC CE credits (pending approval)*
Industry Association Partner
* Note: CE accreditation for this webinar is pending approval. CE accreditation is powered by CE Corner and the CE Corner team will be applying to FP Canada and IIROC for continuing education credits. You will receive an email notification when your CE certificate is ready, which can take up to one month after attending the live webinar.
If you have any questions, contact continuing.education@Newcom.ca.