67 Clients Expect Advisors to Lead Them on Responsible Investment

Our conversation with three thought leaders on responsible investing, Deborah Debas, Senior Responsible Investing Specialist at Desjardins, Pasquale Posteraro, Portfolio Manager, Equities, at Desjardins Global Asset Management, and Nicola Fritz, Portfolio Specialist, IMPAX Asset Management.We discuss three fundamental investment dimensions of responsible investing through the ESG lens: Risk, Reward, and Impact. Pasquale Posteraro and Nicola Fritz provide deep dive insight into how the overlay of active portfolio manager and shareholder engagement is having a collaborative impact on identifying environmental, social and governance risks, how interaction between investee companies and investors is leading to progressive corporate responsibility, and how that mitigates risk substantially for investors.Deborah Debas provides valuable insight on how advisors can be more proactive vis-à-vis responsible investing with their clients. Current research shows that two-thirds of retail investors are wanting to make sure their investments have more meaningful impact, but that only a small minority of 16% of advisors are being proactive with their clients about ESG and responsible investing. We delve into some interesting perspectives on how advisors can fulfill some, if not all, of their clients' expectations – the bottom line here is that being proactive could have a meaningful impact on advisors' relationships with their clients' successors.Links / Resources:Desjardins Responsible Investing*Desjardins Responsible Investing Certification Program and TrainingDesjardins Webcasts - Continuing Education – 5.5 IIROC Credits available or 6.25 CE Credits (The Institute)Contacts:Deborah Debas, Desjardins on LinkedinPasquale Posteraro, Desjardins Global Asset Management on LinkedinNicola Fritz, IMPAX Asset Management on LinkedinFull Transcript: https://advisoranalyst.com/2021/06/17/ep-67-deborah-debas-pasquale-posteraro-nicola-fritz-dgam.html/