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 that aired live 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
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.
If you watched the live webinar on Thursday, May 13, 2021 at 1:00 PM ET, an email notification will be sent with instructions on how to obtain your CE certificate from FP Canada and IIROC. This can typically take up to 6 weeks after the live webinar.
For those who missed the live webinar on Thursday, May 13, 2021 at 1:00 PM ET, the recording is available on CE Corner. You will be required to complete a quiz to obtain a CE certificate from FP Canada and IIROC. If you do not yet have a profile on CE Corner you will need to create one in order to obtain your CE accreditation.
If you have any questions, contact continuing.education@Newcom.ca.