Session One, Friday 1 March 2024 | 11am – 12:30pm
Session Two, Friday 8 March 2024 | 11am – 12:30pm
Session Three, Friday 15 March 2024 | 11am – 12:30pm
CPD points available
Session overview
Ethical research: Managing portfolio risk & opportunities in an increasingly complex world
We take a closer look at what truly defines responsible and ethical investing beyond exclusions, with a focus on the deep proprietary insight and influence Australian Ethical uses to shape it’s investment universe and drive real world change. This session is your gateway to understand how ethical research can not only help to manage portfolio risks but also unveil opportunities offering both societal progress and returns.
Alison George
Head of Impact and Ethics
Australian Ethical
Amanda Richman
Ethical Stewardship Lead
Australian Ethical
Persephone Fraser
Senior Impact and Ethics Analyst
Australian Ethical
Seeking an investment edge through responsible investing
With heightened return volatility expected to be the ‘new normal’ for investment markets in the coming years, navigating portfolios for a competitive edge will be a challenge for advisers. Even more so in the context of increasing social and environmental expectations and scrutiny.
Andy Gracey
Portfolio Manager
Australian Ethical
Deana Mitchell
Portfolio Manager and Equities Analyst
Australian Ethical
Tim Kelly
Portfolio Manager
Australian Ethical
Alex Ramsey
Chief Operating Officer
Infradebt
Ludovic Theau
CIO
Australian Ethical
Future-proofing your advice practice
With Baby Boomers making up the largest cohort of advised clients and the imminent decumulation and transfer of their assets, engaging with and attracting the next generation of clients is central to long-term success and, in some cases, survival for advice practices.
Leah Willis
Head of Client Relationships
Australian Ethical
Andrew Inwood
Founder/Principal
Coredata
Brigid Asquith-Hunt
Consultant and Director
Partner In Time Consulting Pty Ltd
Register now
Contact
Any questions please contact the team at The Inside Network via events@theinside.network or call 03 8414 2901
Level 4/125 Flinders Lane, Melbourne VIC 3000 |
Level 3/63 York Street, Sydney NSW 2000
Terms and Conditions | Privacy Policy