The conversation around sustainability has moved beyond investment trends and into the advice process itself. With recent guidance from the Adviser Sustainability Group, established at the FCA's request, advisers are now expected to explore clients' sustainability preferences as part of delivering suitable advice.
Join Katrina Brown, Head of Responsible Investment at Evelyn Partners, as she examines what the latest guidance means in practice, how advisers can confidently approach sustainability discussions with clients, and the key considerations when translating client preferences into suitable investment outcomes.
Drawing on Evelyn Partners' extensive experience in responsible investment, Katrina will share practical insights into the challenges advisers face, common pitfalls to avoid, and how a structured range of investment solutions can help meet differing sustainability objectives without compromising investment discipline.
Key takeaways:
What the latest industry guidance means for advisers
How to approach sustainability preference conversations with clients
Identifying and documenting client sustainability preferences
Common challenges and misconceptions
Translating client goals into suitable investment solutions
The role of responsible investment within diversified portfolios
Speakers
Katrina Brown
Investment management
Katrina Brown is Head of Responsible Investment at Evelyn Partners. She facilitates the integration of ESG factors across the investment process and directs the active stewardship programme. She leads her team in delivering relevant central reporting as well as thought leadership content and spearheads the external approach to responsible investment.
