Oct
14
12:00pm
Building and managing your SRI/ESG strategy
By Paraplanners' Assembly
What's it all about?
This is our fourth online gathering with Ascentric and we’re looking at how you build and manage your SRI/ESG strategy. We'll discuss:
- How to comply with MiFID 2 and FCA requirements
- Tips on discussing this with clients
- Researching this area
- The compromises clients might have to make
- A paraplanner's experience of building a firm's process and strategy.
As always, we’ll be looking at this through the Paraplanner lens and answering any questions you have.
Four of five
This is the fourth in a series of five online gatherings that we're partnering with Ascentric to deliver through this year. You can catch up on previous episodes here.
Got questions?
What with it being a online gathering, there are plenty of ways for you to get stuck in:
- Ask a question: If you tune in on the day, you can pop a question in the Q&A section or share your experiences in the chatroom
- Write in: If you can’t make the sessions but still want to ask something, email us here and we’ll see what we can do.
Starring
📷
- Sean Hawkins - Strategic Partnerships Manager, Ascentric. Sean works with third parties including DFMs and fund managers to help them shape and deliver their investment propositions. Over the course of his career in financial services, he’s worked both as an IFA and in business development. You may want to take a look at some of Sean's thoughts on ESG and CIPs here.
- Clémence Chatelin - Senior Financial Planner, Paradign Norton. Clémence obtained a Bachelor’s in International Management (China) at SOAS, she discovered her passion for finance and sustainable business. After completing a Master’s in Finance & Investment at the University of Bristol she joined the Paradigm Norton team in 2017 on the Graduate Programme. Clémence primarily deals with younger clients, families and more complex clients supporting Lee Dunn and his team. She specialises in sustainable investing opportunities and is a member of our investment committee leading the development in this area. Clémence shares the view that money is a means not an end; a tool to create a life or achieve a goal in the pursuit of happiness. Her mission is to help people become financially independent while not taking away from the next generation from a sustainability perspective. You can grow your wealth and minimise the negative impact on the planet, so why not do it?
- Richard Allum - Founder of The Paraplanners (and manages to run a few paraplanner gatherings).
When is it?
This gathering is on Wednesday 14 October, 1.00-2.00pm. Can't make it? Then watch the replay, available just after we finish.
Just click the 'save my spot' button.
See you there!
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Continue the chat
If you enjoyed that gathering, then head over to the Big Tent and say hello. There's a whole bunch of paraplanners hanging out there.
Never miss a gathering by...
Signing up for our Post or by following us on Twitter for news on any upcoming ones.
For a full list of past events, just click here.
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Got a question? Try these answers on for size
How does this online gathering thing work?
Save your spot by clicking the button on the top right. It's free, the only thing you have to do is register an account.
On the day of the gathering just sign back in here. But, we'll also send a reminder email ten minutes before it starts.
On the tech side of things. Viewing the event on browsers such as Chrome or Firefox work best. Headphones are a good idea if you share an office, plus the ability to type so that you can ask questions via the chat feature.
What if I can't make it?
Just sign-in and view a recording of the session whenever suits you.
Can I ask questions?
Yes! As many as you can throw at our panel. Plus, if you can't make the gathering, book a spot and add a question beforehand, the panel will then answer it during the event.
Can I suggest a topic or be on the panel?
Absolutely, the more the merrier. Drop us an email.
Are there more online gatherings?
You bet your bottom dollar there are, and on lots of useful topics for paraplanners. Watch past and/or register for any upcoming events here.
There isn't an upcoming gathering listed, when will the next one be?
Sorry about that. We're just confirming the topics and putting together an A-Team panel for it. We do aim for every last Wednesday of the month, at lunchtime (1-2pm for most normal folk), so you can join in while eating your sandwich.
Sometimes we'll throw a curve ball and change the date. That's because we want to bring you AMAZING panel members, and they just can't make Wednesdays. It's as simple as that.
Actually, my question was on something else
Ooh, we like new questions. Just pop it in an email and send it on its merry way to [email protected]
One last question, what do you do with my details when I sign up?
Crikey, another good question! We’ll use your details to keep you posted on happenings and gatherings. From time to time, this will include activities that our supporters are participating in that we think you’ll find interesting. We share information at an aggregate level with our supporters every now and then.
Please see our Privacy Policy here for details of how we will process your personal information.
hosted by
Paraplanners' Assembly
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