20 January 2021
Using Real Life Client Scenarios is a Powerful Training Strategy
By: Pippa Oldfield Senior Paraplanner & Assistant Manager, Mazars
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In this Insurance Institute of London (IIL) financial services panel discussion, Chris Toy, Wealth Manager, Tribe Impact Capital, Heather Hopkins, Managing Director, NextWealth, and Clémence Chatelin, Sustainable Investing Specialist & Financial Planner, Paradigm Norton Financial Planning, shared with the audience what the current landscape looks like for Advisers wanting to engage more in responsible investing, key themes and shifts in the year ahead and looked at some real investment examples and give listeners the perspective of a practitioner, an industry view and a Fund Manager.
In this Insurance Institute of London (IIL) property investors webinar, Sabina Kalyan FRICS, Global Chief Economist/Global Head of Real Assets Research, CBRE Global Investors, demonstrated how a leading investment manager incorporates pandemic, macro and climate change risk factors into its investment programmes.