Sustainable funding practices aren’t going wherever, anytime quickly. In line with the PwC 2022 International Investor Survey, 82% of buyers demand their portfolios have an ESG lens. Plus, 70% of asset and wealth administration CEOs mentioned they have been involved about local weather in PWC’s Annual International CEO Survey from March 2021. However how do you seize ESG and Local weather dangers and alternatives? And the way must you analyze the information to make use of in shopper conversations?
Be a part of wealth tech resolution CapIntel and MSCI, a number one supplier of crucial resolution help instruments, to search out out. On this webinar, James Rockwood, CEO and Founding father of CapIntel, and April Cody, Head of Wealth ESG and Local weather Product Technique at MSCI, will minimize by means of the noise and break down easy methods to correctly leverage ESG and Local weather knowledge, so you may higher join together with your shoppers.
Matters coated on this webinar embrace:
- The evolution of ESG rankings and Local weather metrics, the place they stand right now, and easy methods to perceive them
- How ESG and Local weather metrics may also help inform a bigger story
- The advantages of incorporating sustainability knowledge in your funding proposals
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credit have been utilized for and are pending approval.
Sponsored by
James Rockwood
Founder and CEO
CapIntel
April Cody
Head of Wealth ESG and Local weather Product Technique
MSCI
Diana Britton – Host
Managing Editor
WealthManagement.com