The pandemic and the impacts of climate change have primed investors to invest more sustainably, but ESG complexity is holding them back. To unlock this growth, asset and wealth managers need to refine how they engage investors.
Investors don’t need more product innovation and marketing, what they need most are tools and experiences that help them first discover their own Sustainable Investment preferences, which can be measured and then paired with ESG ratings data to construct best-fit portfolios.
Capital Preferences, a leader in investor personalisation technology, and MSCI, a leading provider of critical decision support tools and services for the global investment community, are partnering to deliver this insight rich webinar series for wealth leaders interested in optimising their approach to Sustainable Investing advisory.
Pat Spenner is Head of Strategy and Chief Marketing Officer at Capital Preferences. He is the architect and author of several ESG investing studies and white papers, including ESG is Personal: A Study of ESG Preferences and Advisory Practices, which maps investors’ sustainability preferences in the UK, US and Singapore. Pat has contributed to Harvard Business Review and blogged for Forbes.
Jean-Maurice Ladure is MSCI’s Managing Director and Head of Index Solution Research for EMEA, with responsibility for research to support new and existing indexes and risk models, including factor, ESG, climate, thematic and economic exposure indexes, as well as performance and risk attribution. He also serves as an ambassador to asset owners, asset managers and wealth managers on the role of indexes and factor models in asset allocation and portfolio construction.