Euromoney Global Private Banking and Wealth Management Virtual Event 2020
In the past two decades, the world of wealth management has been transformed, evolving into a truly global business. As we enter a new decade, the industry continues to innovate, and to disrupt and reinvent itself, as it seeks to serve the demographic that matters: the customer.
Euromoney Global Private Banking and Wealth Management Virtual Event 2020
Panel 4 - The realities of socially responsible investment 2020
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Euromoney
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Episode 4
- Clients have become increasingly interested in SRI. As a result client demands have become more sophisticated. As clients demand a more personalised sustainable investment experience, what tools and products do relationship managers need to be able to offer? How well are they meeting client needs?
- One criticism often aimed at SRI investment practices is the shortage of innovative, high-performance assets, is this an issue you have had to face? How have you addressed it?
- New amendments to MIFID II, expected to be introduced in 2021, will mean advisers, as part of their KYC, will need to take an active role in discussing ESG preferences with clients. How will greater regulatory scrutiny affect the SRI microcosm? Are advisers ready to have a more in-depth ESG conversation?
- What are the common methodologies of sustainability rating used by private banks and their clients? Is there a discrepancy between the data available and the data the clients would like to see? How do different ratings perform in terms of consistency, complexity and comparability?
Moderator:
Helen Avery, ESG Contributing Editor, Euromoney Magazine
Speakers:
Amir Amel-Zadeh, Associate Professor, Saïd Business School
Cléo Fitzsimons, Sustainable Investment Lead, Cazenove Capital
Guillermo Hermida, ESG Strategy Director, CaixaBank Private Banking
Michael Meehan, Chairman, UKSIF
Gordon Power, Co-Founder and Chief Investment Officer, Earth Capital