Briefings
28 Feb 2019
Getting your ESG distribution strategy right to ensure platform placement
Join us on Thursday, February 28 at the Lambs Club, New York for our first breakfast briefing event of 2019.
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Join us on Thursday, February 28 at the Lambs Club, New York for our first breakfast briefing event of 2019. The morning event will feature a panel-led discussion and informal networking opportunities with other industry professionals.

Discussion points will include:

  • Update on the evolving demands of large distributors in terms of ESG evaluation and manager selection
  • How are big platforms evaluating different ESG factors and screening funds and how much is being outsourced Vs conducted in-house? What kind of products work, and what does not work?
  • What are wirehouses, large RIAs and independent B-Ds doing to understand and service the diverse range of responsible investing needs among  their investor base
  • Discussion on the range of tactics asset managers are employing to ensure their ESG products are selected by gatekeepers at large distribution firms
  • Distributor views on launching standalone ESG products Vs integrating ESG processes into existing funds?
  • What kind of tools, thought leadership, track records and support do advisers and allocators need to foster ESG adoption?

Agenda:

08:30 Registration & networking breakfast
09:10 Introduction
09:15 Panel discussion
10:00 Questions
10:15 Close

Request attendence