- This event has passed.
May
18
Navigating your clients ethical preferences to build appropriate portfolio solutions
- Start
- May 18, '22 - 12:00 pm
- End
- May 18, '22 - 1:00 pm
- Venue
- Webinar
In this webinar, you will hear from experienced advisers who have been having ethical and responsible investment conversations with their clients for years. The adviser panel will provide insights into how to navigate the personal preferences and ethical dilemmas of your clients, understand their hot buttons and incorporate this into your recommendations. This session will also explore how an investment manager considers contemporary ethical issues in deciding what companies to invest in or avoid.