Description
This session will be a debate on the following proposition: "Allocating to investment products with an environment, social and governance (ESG) mandate faces too many challenges for advisors to overcome." One panelist will take the "pro" side of this proposition and another will take the "con" side.
Learning Objectives:
- Outline if ESG products become overvalued because of the flow of assets to them
- Identify if there is a clear, universal definition of what constitutes an appropriate ESG investment
- Recognize if expense ratios and other costs of ESG products too high
- Define how you accommodate clients with different ESG preferences
- Describe whether you can measure ESG products are effectively delivering on their mandate
Learning Objectives:
- Outline if ESG products become overvalued because of the flow of assets to them
- Identify if there is a clear, universal definition of what constitutes an appropriate ESG investment
- Recognize if expense ratios and other costs of ESG products too high
- Define how you accommodate clients with different ESG preferences
- Describe whether you can measure ESG products are effectively delivering on their mandate
Speaker(s):
