PIMFA
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As investment strategies shift in a more sustainable direction, clients are calling out for their portfolios to tackle key environmental issues. While the availability of data is slowly improving, wealth providers are striving to collect reliable information and turn this into actionable insights on behalf of their clients.
Compeer’s end investor research has shown that over half of both younger (under 40) and wealthier (over £1m) investors believe their existing wealth manager needs to significantly improve their ESG offering.
With this in mind, ESG is now viewed as a major theme for discussion with clients and among employees. There are wide-reaching strategic implications to consider, which may be heightened by upcoming regulation.
We welcome you to join Compeer at this upcoming event to hear how the industry is shifting to sustainability.
Please click here to register your interest in attending this event. A member of the Compeer team will then be in touch shortly.
There is no charge for this event for representatives of wealth management firms and private banks. A charge of £250 + VAT applies for service providers.
CPD certificates will be issued shortly after the event.
