Web Seminar

Navigating ESG in wealth management

Past event date: November 7, 2023 Available on-demand 60 Minutes
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WATCH NOW

With the rise of ESG investments, a growing number of wealth managers are facing new challenges with data quality, reporting standards, client engagement and portfolio optimization. By taking advantage of the latest digital resources, you can stay at the forefront of evolving sustainability trends while effectively meeting the needs of your clients.

Hear from financial planning experts about:

  • The most recent ESG trends and best practices in wealth management
  • How to utilize digital tools for navigating extensive sustainability data
  • How to effectively adapt to the evolving needs of clients
Speakers
  • Avipsha Mitra
    Director - Product Development & Management
    Fincentric™ by S&P Global
    (Speaker)
  • heather-williams-headshot.jpg
    Heather Williams
    Creative Director, UX/UI Design
    Fincentric™ by S&P Global
    (Speaker)
  • David Adler
    David Adler
    Wealth Management & Behavioral Finance Expert
    (Moderator)