EdenTree Investment Management will be presenting at the upcoming Professional Paraplanner Investment Committee Seminar.
Senior Responsible Investment Analyst Rita Wyshelesky will be tackling the subject of ESG investing: Separating the green from the greenwash.
REGISTER TO ATTEND THE SEMINAR HERE
The session will go over the basics of ESG investing, what to look out for when analysing a company, as well as the impact SFDR and SDR could have on investors. The seminar will also cover how ESG investing can be done well and will include engagement and company screening examples.
The Seminar takes place at ETC Venues, Fenchurch Street, London, on 26 April 2023. You can Register HERE.
The event provides a great forum for individual paraplanners and paraplanner teams to listen to and discuss key themes that will be affecting clients’ investments, as well as the suitability of strategies and recommendations advice firms are using to deliver good outcomes for clients.
Also on the agenda are:
Royal London
Ryan Medlock, Senior Investment Development Manager
Topic: Demonstrating value in uncertain times
This session will look at the practical implications of demonstrating value to clients against a backdrop of the cost of living crisis, volatile markets and shifting client preferences. Ryan will also examine the tangible link between the Consumer Duty and the FCA’s sustainable finance agenda and explore what this means for the financial advice community.
Philip Scott
Client Service Manager, Baillie Gifford
Topic: Reasons for long-term optimism
The past three years have been challenging and uncomfortable. We know to expect ups and downs in financial markets but it has been a particularly turbulent period. Understandably, many are now questioning whether there are reasons for optimism ahead. Join Baillie Gifford Managed Fund Investment Specialist, Philip Scott, as he explains how we should think about the challenges that lie ahead, the difficulties that face all investors and, importantly, why there are reasons for long-term optimism.
Bill Dinning
Chief Investment Office
Waverton Investment Management
Topic: Respecting history, but always thinking ahead
For those of us who have been in financial markets since the 1980’s, we have learnt from sometimes bitter experience that there are two rules that you should never break. The first is “Don’t fight the Fed”. The second is “Never bet against the US consumer”. We suspect only one of those rules will be left standing in 2023. This presentation will examine which other investment clichés and adages often referred to by clients have stood the test of time, and which are best consigned to history.
Amy Henderson
Strategic Account Manager, TIME Investments
Topic: The role of alternative assets in diversifying portfolios
2022 was certainly challenging, with the tentative pandemic recovery derailed by geopolitical events, record breaking levels of inflation and a cost of living crisis. Because of this, investor preferences are changing, with concerns such as the search for income and how investments can have a positive impact on the world. But how do clients meet their objectives in the current climate? Alternative asset classes can provide stability through diversification, helping to achieve the attractive and dependable returns investors are seeking.
Harriet Alexander,
Vice President, Infrastructure & Real Assets, Pantheon
Topic: A paraplanners guide to Listed Infrastructure
Harriet is lined up to provide a fascinating insight into what paraplanners need to know about the structure of the private infrastructure market, considerations for Infrastructure investing, both opportunities and challenges, what Pantheon looks for when investing, macro outlook and implications, infrastructure market indicators, illustrated with the use of case studies.
REGISTER TO ATTEND THE SEMINAR HERE
