ESG INVESTING FOR WEALTH MANAGEMENT: ULTIMATE PLAYBOOK

Explore the biggest trends in wealth management as Refinitiv and industry

experts view them

Download your playbook

First Name*

Last Name*

Email Address*

Business Phone*

City [optional]

Country/Region*

Job Title*

Company*

I'd like to receive communications about LSEG resources, events, products, or services.

(Please note you can manage and update your preferences at any time.)

This is my signature & consent to receive communication about LSEG events, products & services.

(please note you can manage and update your preferences at any time.) (Optional)

Marketing Channel

Telephone

Comments

By submitting this form, you agree to your personal data being shared within the London Stock Exchange Group of companies (LSEG) for the purpose of receiving communications via post, phone and electronic means from LSEG about event, resources, products, and/or services.

For more information on how LSEG uses your data, see our Privacy Statement.

You can adjust your preferences at any time through the preference link in any electronic communication that you receive from us.For more information on how LSEG uses your data, see our Privacy Statement.

You can adjust your preferences at any time through the preference link in any electronic communication that you receive from us.

THE ULTIMATE ESG WEALTH PLAYBOOK

The Covid-19 pandemic crisis hit the global economy like an asteroid. The cracks in our systems, business models and investment practices have been exposed. But even in our darkest moments, there is hope.

The glimmer in this situation is that environmental, social and governance (ESG) investment and sustainable finance have been thrust into center stage.

We will be sure to see the impact of our wealth management decision making for many years to come.

Are you ready to dive deep? Download your free copy now.

What you will learn:

What are the biggest trends in ESG today?
Are wealth managers prepared for the growing demand in ESG?
ESG and wealth management challenges

How well are wealth managers and wealth management firms integrating ESG factors?
What are the opportunities for wealth managers and wealth management firms?
How wealth managers should approach the ESG investment process?

Meet the contributors

Elena Philipova

Global Head of ESG Proposition, Refinitiv

Rachael Camargo

Sustainability Leader

Dustyn Lanz

CEO, RIA Canada

Emily Green

Director of Private Wealth, Ellevest

Matthew Goller

CFA ETF Product Management,

Portfolio Review Dept. The Vanguard Group.

Anuj A. Shah

Managing Director, KKS Advisors

Fabio Alperowitch, CFA

Founder and Portfolio Manager, FAMA Investimentos

Vijay Rao

Chief Investment Officer and Co-Founder, Just Invest

Ready to get your ESG Playbook copy?

DOWNLOAD NOW

Refinitiv, is one of the world’s largest providers of financial markets data and infrastructure. Serving more than 40,000 institutions in approximately 190 countries, we provide information, insights, and technology that drive innovation and performance in global markets. Our 160-year Reuters heritage of integrity enables customers to make critical decisions with confidence, while our unique open platform, best-in-class data, and cutting-edge technology bring greater opportunity to our customers. By advancing our customers, we drive progress for the entire financial community.

Refinitiv

3 Times Square, New York, NY 10036