The past six months have seen a flurry of activity in the ESG space, making it challenging to keep up, even for experts. We address financial advisors’ most pressing ESG questions so you can be better equipped to advise your clients, understand their needs and choose the right investments.
In this virtual roundtable, that aired live on Tuesday, May 10 at 1:00 pm ET, hosted by Advisor’s Edge and Investment Executive, panelists discuss greenwashing, regulatory changes, client questions, due diligence, and the opportunities and risks of ESG.
Mary Robinson, Director of Research & Membership, RIA
Terry Dimock, Head Portfolio Manager, National Bank Investments
Christine Tan, Portfolio Manager, SLGI Asset Management Inc. (Sun Life Global Investments)
David Ung, Senior ESG Analyst, Manulife Investment Management
June Zimmer, Vice President, ESG Advisory, NEI Investments and Aviso Wealth
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