About this Event
Our Defaqto five-star rated Future Leaders portfolios have a four-year track record and are a great choice for cost conscious sustainable investors.
Join us for our Future Leaders roadshows as we dive into the sustainability process, looking at how and why the EQ Future Leaders portfolios go beyond just negative screening, and are more ambitious than our peer group when it comes to sustainability.
We will be joined on the day by Damien Lardoux – Head of Impact Investing & Portfolio Manager of our three MPS ranges.
Agenda & session details:
- Recap of the Future Leaders range with a focus on Consumer Duty.
- Myth Busting: How can you invest sustainably using passives?
- Peer analysis: Can Future Leaders provide clients with higher impact at a lower cost than the peer group? We will be comparing the range to the sustainable peer group of MPS providers, not restricted to only passive solutions.
- Investment & sustainability process and performance review.
- Engagement & Stewardship Strategy.
Note: This event is aimed at professional financial advisers and paraplanners only.
Event Venue & Nearby Stays
Grand Pacific at The Queens Hotel, City Square, Leeds, United Kingdom
GBP 0.00
