Incorporate ESG into your advice process
New ‘Responsible Investing’ rules are on their way, which are likely to require advisers to review and amend their current client advice process.
ESG & the new advice journey
In this 35 minute training video, Matt Parlour of the Market Insights team provides a broad overview of responsible investing and discusses how changing regulation will affect the industry.
Learning outcomes:
- Explain the concept of Responsible Investing and ESG
- Explain the different approaches to ESG investing and key risks
- Understand the evolution of ESG legislation
- Be better placed to think about how to include ESG considerations in your client conversations.
Further support
For extra support on responsible investing for both you and your clients, please explore our additional materials below. If you require anything further from Invesco, don’t hesitate to get in touch.
Investment risks
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The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested.
Important information
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Where individuals or the business have expressed opinions, they are based on current market conditions, they may differ from those of other investment professionals, they are subject to change without notice and are not to be construed as investment advice.
