MAKING GOOD STOCK THE MAIN EVENT: A CELEBRATION OF PHILANTHROPY & SUSTAINABLE INVESTING 

Join our ChatShow Style hosted discussion to provoke thought leadership across the IFA profession.

The FCA expects advisers to take sustainable investing seriously and is introducing a radical package of measures around Sustainability Disclosure Requirements (SDR) – which will define the labels and descriptions advisers and wealth managers can use to describe investment portfolios, and not just the funds that are in them.

This session explores what the FCA’s latest initiatives mean for advisers and how they could affect investor behaviour, focusing on ESG and ethical, responsible, sustainable, and thematic investment that in different ways impact moral, social environment and good. It will also address how to overcome distrust of greenwashing and confusion around different ESG investments.

Key takeaways:

• Understand the FCA’s new sustainable labels and anti-greenwashing rules for portfolios and how and when to apply them: Gain clarity on the new regulations and ensure compliance.
• Ask questions that will genuinely elicit different clients’ aims and values for sustainable investing in their portfolios: uncover your clients' true values and objectives.
• Explain to clients what the new labels mean and know where advisers can and can’t use the labels to describe portfolios they design for clients.
• Select & build sustainable portfolios using the labelled funds and where appropriate the non-UK and other non-labelled funds.
• Evaluate model and bespoke portfolios constructed by wealth managers: Enhance your ability to assess the sustainability and ethical impact of various investment portfolios.

Ask your most pressing questions and better understand these crucial developments to enhance your ability to support clients in making informed, values-driven investment decisions.

Hosted by Amelia Hamilton, head of community, NextGen Planners