Investors struggle to translate their personal ESG intentions into investment portfolio choices, but MiFID II requires it, and the clock is ticking to the 2 August deadline.
The industry has a huge opportunity to bridge the gap between investors’ individual preferences and the fit of their portfolio, which we will illustrate for you in this webinar.
This webinar is directed at wealth management leaders who want to better understand:
- MIFID II and how the regulatory landscape in the European Union is prioritising ESG investment competency for firms operating in the EU
- ESG trends from an investing perspective and the solutions available to further develop this market focus
- Discovering key drivers for building client confidence in your sustainable investing value proposition, while meeting MiFID II requirements
- Learning how leading wealth management firms are personalising their SI client experience to generate greater advocacy, walletshare growth and referrals