December 8, 2020 @ 11:00 am – 11:45 am
In this webinar, Adam will be talking about integrating ESG (environmental, social, governance) and socially responsible factors into any strategy as an investment manager. He will also provide a brief look back at the major market moving events of 2020. Building wealth for the future is important but increasingly Adam is finding people want their investments to do more than make money. This webinar explores the role of ESG integration as part of this process.
Learning objectives
• What are the common approaches to socially responsible investing?
• Why does ESG matter and who does it affect?
• How can it all fit within an investment process?
About Adam
As an Investment Manager and Chartered Wealth Manager, Adam’s manages client relationships and investment portfolios for individuals and on behalf of financial advisers, accountants and solicitors. He is passionate about helping to protect and grow the value of investments for a range of clients, including
pensions, savings, inheritance, trusts and charities. He takes a keen interest in socially responsible investment. In addition, as a member of the Personal Finance Society he sits on the council for The Chartered Insurance Institute of Leeds and is regularly featured in the Business section of the Yorkshire Post. Adam lives in West Yorkshire with his wife and young son.