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ESG INVESTING FOR WEALTH MANAGEMENT: ULTIMATE PLAYBOOK




Explore the biggest trends in wealth management as Refinitiv and industry
experts view them
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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?

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.
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