IMPACT ADVISOR – Integrating RI into your planning and portfolio construction process
The demand for responsible investing has increased exponentially over the past few years. The reason why integrating RI into your business has been answered through this demand. However, the question for many advisors is how to integrate responsible investing into your business model and especially your portfolio construction methodology to meet this growing demand.
This session will provide a framework to establish your purpose, what a true RI portfolio based on this purpose looks like and a way to articulate this to your clients. This will help any advisor on the path of becoming an advisor with impact.