Exploring the intersection of wealth management and sustainable impact investment strategies

The demand for and rise of a values-based approach to wealth management is transforming wealth management.  We will be exploring the evolving role of values based approach to impact investing and philanthropic giving, along with the critical role of professional advisors. However challenges remain, and we will be addressing them including greenwashing, regulatory complexities, and impact measurement.  Some of the questions we will address:

• Why does this matter?

• What are the trends that you are seeing related to supporting clients on their values based approach to impact investing and philanthropic giving? What changes in client demands are most influencing the direction of wealth management today?

• What are the implications for the finance and wealth management industry of these trends and changes?

• What role do CPD Certified educational initiatives play in preparing advisors to meet a client demand for a values place approach?