Events
Individuals around the globe have expressed an increasing desire not only to take action on environmental, social, and governance (ESG) issues, but to align their portfolios with their own ESG priorities. The wealth management industry is crucial to helping investors achieve these goals. On June 13, 2023, Finpublica, Aspen's Finance Leaders Fellowship, and our panel of experts explored the ESG investment landscape and ways that wealth and asset management firms are servicing retail and other individual investors. Topics discussed included:
- the actual demand for ESG products from individual investors
- how wealth and asset managers create ESG products and strategies for such investors
- the performance and cost of ESG investments compared to traditional products
- the future of retail/individual ESG investing
Panelists:
- Anshul Sharma, Managing Director - ESG Portfolio Strategy, Bank of America
- Michael LaBella, Head of Sustainable Portfolio Solutions, Franklin Templeton
- Robert Smith, President and Chief Investment Officer, Sage Advisory Services
Moderators:
- Greg Parets, Board Member, Finpublica
- Manju Seal, BMO’s Former Head of Sustainable Finance & Capital Markets ESG Lead