Socially Responsible Investing Online Event Series

Socially Responsible investing has an increasingly important role to play in the adviser toolkit. So we’re creating a series of online CPD events to help you explore the difference between green, ethical, sustainable and more. And how these strategies can meet your clients’ investment needs.

Event Recap

Who?

Ascentric’s Sean Hawkins hosted Royal London Asset Management’s Head of Sustainable Investing, Mike Fox who took us on a journey through the past, present and future of sustainable investing.

Sean and Mike were also joined by LGT Vestra's Head of Sustainable Investing, Phoebe Stone for a virtual fireside chat on running a sustainable proposition on platform and how sustainable investing can be used to help support the right solution for your clients.

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Biographies

Mike Fox, Head of Sustainable Investing, Royal London

Mike joined Royal London Asset Management in August 2013. following the acquisition of The Co-operative Asset Management by the Royal London Group.

Mike became a fund manager in November 2003 when he took over managing the RL Sustainable Leaders Trust.

Phoebe Stone, Partner, Head of Sustainable Investing, LTG Vestra

Phoebe is an Investment Manager and a member of the LGT Vestra Investment Committee, Authorised Collectives Committee and the Sustainable Investment Committee.

She became Head of Sustainable Investing having launched the Sustainable Model Portfolio Service at LGT Vestra in 2018.

Sean Hawkins, Strategic Partnerships Manager, Ascentric

My focus is helping our users to shape and deliver their investment propositions within the wider context of their client offerings.

Working in particular with DFMs and fund managers to increase our services and product options.

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The Ascentric Wrap platform is available for Financial Advisers to support their business. Find out how we could help add more value for your clients

adoption@ascentric.co.uk

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