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Asset TV 全ustainable, Responsible and Ethical Investing Masterclas

Investment News for Financial Advisers and Paraplanners

17 Mar 2016

This Asset TV video features Julia Dreblow of sriServices (founder of www.FundEcoMarket.co.uk) and Mike Appleby fund manager at Alliance Trust Investment. 

It counts for 44 minutes of adviser CPD and covers the following areas: drivers of SRI, asset types and measurement, performance and ethical options. "

In this Masterclass a panel of experts discuss the SRI, what it is, how it works and what the main drivers are. On the panel are;

    • Julia Dreblow, Founder, SRI Services
    • Mike Appleby, Investment Manager, Alliance Trust Investments


Learning Outcomes

    • The difference between SRI, ethical and ESG investing
    • What impact an SRI mandate makes on the risk/reward profile of investment returns
    • How to intergrate SRI into the client advice process

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