(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.

Watch the webinar video.

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