Following the release of the recent EdenTree water report, EdenTree were joined by partner and Olympic open water swimmer Alice Dearing, for an afternoon clearing waste from the river banks of the Thames in Battersea.
“Water is the giver of life. The health of our waterways is essential for our communities to have areas of beauty for generations to enjoy”.
– Alice Dearing, Olympic Marathon Swimmer
Professional Paraplanner users are invited to join Neville White, Carlota Esguevillas and Rita Wyshelesky from the EdenTree Responsible Investment team, as they talk in detail about their engagement on the condition of English and Welsh rivers.
This webinar will follow the release of their new water report, a thematic engagement exploring a subject that has been unduly neglected by capital markets.
Date: Tuesday 21st June
Time: 10am – 10:45am
For more information on our responsible and sustainable funds, please do not hesitate to contact the EdenTree Wholesale & Retail Distribution Team on [email protected] or call them on 0800 011 3821.
Register to attend here.
The first of our nine events around the country kicks off in London on 2 February.
YOU CAN REGISTER FOR THIS EVENT AND ANY OF OUR 9 OTHER 2022 SEMINARS HERE.
On the agenda for 2 February we have:
Brian Radbone, Transact: Pension transfers – have we finally arrived at where we should be?
Donald Manning, Fidelity International: Intergenerational Planning
John Bellamy, Waverton Investment Management: How can a modern DFM meet a paraplanner’s needs?
Stephen McPhillips, Dentons Pensions: Helping clients to dovetail their business and pension planning
Victoria Barber & Henny Dovland, Time Investments: The growing case for alternatives in uncertain times
Alex Langhorn & Luiza Todd, Bespoke Training Solutions: Top exam tools, tips and insights
With something for everyone, this is an event not to be missed: REGISTER HERE
Professional Paraplanner – Investment Committee – Investment Trust Insights
Paraplanner webinar – 15 September 2021
Session title: Getting under the bonnet: Research masterclass
Speaker: Nick Britton, Head of Intermediary Communications, AIC
Synopsis: In this practical session, Nick will demonstrate how to research and select investment trusts using the free tools available on the AIC website as well as annual reports and factsheets. Taking two real investment trusts as examples, he will walk through a comparison of their strategy and objectives, performance, portfolios, discounts, gearing, charges, yield and other factors that are important to consider when researching investment trusts. The session will conclude with information on other research sources and a Q&A.
Learning objectives
By the end of this webinar, you will be able to:
Partner Content:
Ketan Patel, EdenTree Responsible & Sustainable UK Equity Fund Manager – tells us how he invest sustainably in this recent video.
Sponsored content
How do we build investment solutions? Much like in sports, you need to understand the rules, rank the players, and select the final team. All multi-asset funds and portfolios overseen by Morningstar Investment Management are created in similar way, underpinned by a consistent framework which we boil down to 12 simple steps.
Morningstar’s new guide explains:
Download your copy of the guide here
Andy Clark, Chief Executive Officer and Charlie Thomas , Chief Investment Officer of EdenTree hosted a virtual fireside chat on the future of their business and how they see the landscape of responsible and sustainable investment developing over the coming years.
In this webinar Luiza Todd, director of Bespoke Training Solutions, a training firm specialising in CII R0 examinations, will provide practical guidance for R0 exam learning /exams and then go onto more focused tips for the July 2021 R06 exam.
The webinar will be split into two sections – starting with the R0 exam generically and then move on to consider R06 Financial Planning Practice, specifically looking at:
• What it’s made up of
• Key hints and tips
• July case study initial thoughts and insights
Learning objectives:
• understand some of the factors to consider when approaching your R0 exam journey;
• be able to outline one reason why each of R0 exam can be tricky;
• be able to explain what makes up the R06 Financial Planning Practice exam;
• be able to outline three key facts about each of the two July 2021 R06 exam case studies.
The roaring 2020s
NOTE: CPD does not apply for watching replay.
What to expect from the next decade
The roaring 1920s saw widespread adoption of the assembly line, the automobile, radio, motion pictures, indoor plumbing, and labour saving electric appliances. Consumerism and mass culture took shape. It was the decade of art deco and jazz, Coco Chanel & Walt Disney, The Great Gatsby and the Harlem Renaissance. It was the first truly modern decade.
So it is tempting to ask, once the virus passes, will the 2020s roar the way the 1920s did?
It is not possible for history to repeat itself, however the Covid-19 pandemic has proven how quickly the economy and society can adapt to new ways of operating through technology and innovation. Vaccination programmes have brought investment in healthcare to the forefront of governments minds globally, and the predicted services boom in hospitality and travel are set to inject the economy with an unprecedented amount of cash.
In this presentation, Fidelity International challenge the market assumptions and looks at the world of asset allocation a little bit differently. They will cover beneficiary sectors, regions and the potential outcome for future portfolios.
Learning objectives
1. Provide insight: Providing insight into the current market environment and the challenging juncture of Covid-19.
2. Understanding implications: Understanding the implications on the global investment environment, and the longer-term, distinct scenarios that could play out
3. Thinking differently: Thinking differently about how portfolios should look moving to the new era of the 2020s.
