In this webinar we’ll be exploring how the sustainable investment market is evolving, from regulatory changes like SDR and investment labelling, to how firms are designing portfolios that aim for both financial returns and measurable impact. We’ll examine how paraplanners can meaningfully assess funds, avoid common research pitfalls, and navigate the grey areas where stewardship, ESG claims, and real-world outcomes intersect.
To watch this webinar please visit the following link: Sustainable Investment ⏤ From Market Shifts to Paraplanning Practice