Join our webinar
Establishing options to help end clients invest in line with their values can be complex, yet estimates predict up to one-third of global investment assets will be environmental, social, or governance led by 2025 (Bloomberg Intelligence 2021). Learn about the state of values-based investing from industry experts and hear a case study about one financial provider’s successful solution.
Revisit the engaging conversation between our moderator April Rudin, Maria Nazarova-Doyle, and Dr. Vian Sharif in January 2023
Agenda:
Current state of sustainable investing
Scottish Widows (Lloyds Banking Group) experience with sustainable investing
Demonstration of FNZ Impact, the award-winning solution integrated into FNZ’s global wealth management platform
Q&A
