(L to R): Michael Ohlsson, Karen McLeod and Alexandra Brown
In a recent web discussion, Evergreen Consultants, an independent investment consulting business, invited a group of responsible investing experts to discuss the pros and cons of incorporating Responsible Investment (RI) into a financial planning practice and what the upside looks like.
These included Karen McLeod, Financial Planner, Ethical Investment Advisers, Alexandra Brown – Founder, Ethical Invest Group and Michael Ohlsson – Director, Evergreen Consultants.
The great debate touched on the following themes:
- What are the hurdles Financial Advisers need to be aware of?
- Are there misconceptions that are making you more fearful of RI than you need to be?
- What are the easy wins when it comes to incorporating client beliefs into portfolio construction, where is the best place to start and how?
- How RI will add value to your practice.