Guiding Advisors to Unlock Sustainable Investment Opportunities - Webinar Replay

In this session, we covered key concepts, tools, and trends in sustainable investing, helping you to better cater to environmentally and socially conscious investors.

Speakers:
Deborah Debas, Desjardins – panelist
Mo Maz, NEI Investments – panelist
Thomas Luccioni, IG Wealth Management - panelist
Maria Maisuradze, ED4S – moderator

3:40 Challenges and Opportunities: What are some of the primary challenges financial advisors face when incorporating sustainability into their advisory services? 

9:07 Knowing Your Client: Diving deeper into understanding and interpreting the client’s ESG priorities. What are the ways that advisors can go about it, even if the client has not expressed interest? 

16:27 Knowing Your Products: Let's talk about fund fact sheets. Are they sufficient for advisors to understand the investment philosophy? What do you know may be missing to improve the clarity and confidence of advisors to recommend ESG funds? 

29:58 Tools and Resources:  
Your recommendation of adapting the approach instead of the product makes a lot of sense. Could you please give us an example of walking us through this process, what are the best practices that you have seen? 
 
41:25 Closing advice: 
What advice would you give to new financial advisors who are eager to incorporate sustainability into their practice but don't know where to start?