Published

Expand your understanding of Socially Responsible Investing (SRI) with our on-demand webinar.

Hosted by Lee McDowell, Psigma’s Head of Business Development, this webinar features our Head of SRI, Mike Myers, and two guest speakers: Alex Monk, from Schroders, and Lee Coates OBE, from ESG Accord.

In this CPD-qualifying webinar, our speakers outline some important updates in the SRI landscape, ranging from the energy transition and the upcoming COP26 summit to changing compliance requirements.

Exclusive to Financial Advisers and Paraplanners

 

Original webinar date: 14th October 2021

Our speakers:

 

Alex Monk, Portfolio Manager at Schroders

will provide an update on the climate situation and energy mix, including where we are at and where we need to get to, and examine the topic The Energy Transition: Why Change is Needed Now.

 

Lee Coates OBE, ESG Accord

will explore the recent changes to the investment space caused by the influx of ESG & Sustainable funds, and how this impacts compliance and due diligence requirements. He will also cover these three key questions:

  • Why does your compliance need to catch up?
  • How is MPS a potential solution to match ESG & Sustainable preferences to suitable advice outcomes?
  • What are Fund Labels, and what are the implications?

 

Mike Myers, Psigma’s Head of SRI

will provide an update on our dual objective proposition, which was first launched over two years ago, and will explore what we’re doing to enhance our SRI service in advance of COP26.

 

 

Important information:

This communication is prepared for professional advisers and is in tended to provide information only. The information contained within this communication has been obtained from industry sources that we believe to be reliable and accurate at the time of writing. It is not intended to be construed as a solicitation for the sale of any particular investment nor as investment advice and does not have regard to the specific investment objectives, financial situation, capacity for loss, and particular needs of any person to whom it is presented. The investments contained in this document may not be suitable for all investors.

Investment Risks:

  • The value of investments and the income from them can fall as well as rise. An investor may not get back the amount of money that he/ she invests. Past performance is not a guide to future performance.
  • Foreign currency denominated investments are subject to fluctuations in exchange rates that could have a positive or adverse effect on the value of, and income from, the investment.
  • Investors should consult their professional advisers on the possible tax and other consequences of their holding any of the investments contained in this publication.

 

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