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Due diligence on "ethical" DFMs and funds: What are the key areas to consider?
Please join us for an educational live webinar on the the key areas to focus when you run due diligence on ethical DFM .

The topics covered will be the following:
- What are the different ethical investing approaches?
- Experience and commitment of the investment firm
- Passive vs active: Pros and cons
- Establishing what's important to the client, and the questions you should ask
- How to reduce the risk of greenwashing?
- Reporting to clients: What are the best industry practices?
- What about engagement?

We will end with a Q&A session, giving you the opportunity to ask any questions you may have.

Note: This webinar is aimed at professional financial advisers and paraplanners only. CPD forms available upon request.

Feb 26, 2020 12:00 PM in London

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