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Conscious capitalism: ESG and socially responsible investing

February 23 @ 11:00 am - 12:00 pm

Conscious capitalism: ESG and socially responsible investing

About this Event

In this webinar, Adam will be talking about integrating ESG (environmental, social, governance) and socially responsible factors into any strategy as an investment manager. Building wealth for the future is important but increasingly Adam is finding people want their investments to do more than make money. This webinar explores the role of ESG integration as part of this process.

Learning objectives

• What are the common approaches to socially responsible investing?

• Why does ESG matter and who does it affect?

• How can it all fit within an investment process?

About Adam

As an Investment Manager and Chartered Wealth Manager, Adam manages client relationships and investment portfolios for individuals and on behalf of financial advisers, accountants and solicitors. He is passionate about helping to protect and grow the value of investments for a range of clients, including pensions, savings, inheritance, trusts and charities. He takes a keen interest in socially responsible investment. He is a Trustee of The Hunslet Club. In addition, as a member of the Personal Finance Society he sits on the council for The Chartered Insurance Institute of Leeds and is regularly featured in the Business section of the Yorkshire Post. Adam lives in West Yorkshire with his wife and young son.


February 23
11:00 am - 12:00 pm