How to Handle ESG Pushback
By Advisor.ca and Investment Executive
In many ways, we are in the golden age of ESG: regulators are cracking down, standards are being set and awareness is high. But over the past year, we've also seen poor returns for ESG strategies relative to their benchmarks, greenwashing revelations, institutions divesting from ESG strategies and companies reneging on ambitious sustainability claims. How should advisors view this pushback against ESG? How should they address concerns from clients? How should they adjust their due diligence to accommodate today's ESG environment? And how can they craft portfolios to meet evolving client expectations?
In this virtual roundtable hosted by Advisor.ca and Investment Executive, advisors will come away with an understanding of how to be attuned to greenwashing, how to critically evaluate ESG and how to respond to client questions about the merits and risks of ESG analysis.
Sponsored by Desjardins, National Bank Investments, and Sun Life Global Investments, and thank you to our Industry Association Partner, Responsible Investment Association.
Accreditation Details
Accreditation body
Competency
Credits
FP Canada
Professional Responsibility
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Product Knowledge
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Practice Management
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Financial Planning
1.00
CSF
Mutual Funds
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Assurance de personnes
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Courtage en épargne collective
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General Subject
1.00
Group Insurance of Persons
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Group Savings Plan Brokerage
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Insurance of persons
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Matières générales
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CIRO Cycle 10
Professional Development
1.00
Compliance
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Course Type:
Video
Passing Grade:
9/12 (75%)
