After each Meeting Owen James publish 'The Findings', a document that encapsulates and shares the key issues and topics discussed on the day.
Each section below summarises the different roundtable sessions and covers an array of industry driven topics.
The Findings are listed in Event date order, but don't just look for an event you attended, explore the research facility that gives you access to topics addressed at all our other Meetings – past and present.
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As regulation will soon mean that your relationship managers will need to take into account your clients’ ESG preferences as part of their suitability
20 November 2019A Meeting of Minds Wealth Management and Private Banking - 20 November 2019
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How do you demonstrate the commerciality of a social impact/philanthropy proposition to shareholders and the EXCO?
20 November 2019A Meeting of Minds Wealth Management and Private Banking - 20 November 2019
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Policing the world – investment management’s new role? Media and action groups continue to demand that large asset managers use their voting powers re
20 November 2019A Meeting of Minds Wealth Management and Private Banking - 20 November 2019
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Are you providing “Value for Money?” This is an area of growing regulatory interest. How do you go about creating a consistent framework to assess
Asset management should work together to agree a consistent framework to understand and interpret value for money. At present, there is a lot of confusion and many interpretations about the concept.
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ARE YOUR CLIENTS EXPECTING YOU TO ENSURE THEIR PORTFOLIOS ARE ESG? OR DO THEY STILL JUDGE SUCCESS UPON THE BASIS OF PERFORMANCE? AND IF THEY DO ASK FO
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Environmental, social and governance (ESG) is now viewed as table stakes within certain investment quarters
ESG is seen as core to the way today's responsible businesses operate. What is responsible investing, and do we continue or start?
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - 3 October 2019
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Is ESG investing a case of “Fifty Shades of Green?” As we race to judge a company, are we impacting the World balance? It is a big question?
Investors continue to increase their allocations to ESG – however, due to a lack of criteria and an industry-wide framework to measure ESG, it remains unclear what sustainable investing stands for. Different interpretations of ESG are widespread across the asset management world which increases the risk of greenwashing.
