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Episode 07: How well are financial advisors serving client sustainability needs?
Manage episode 418165784 series 3563445
A tartalmat a ED4S biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a ED4S vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
We talked to Stephen Kibsey, who enjoyed a distinguished career as an analyst, portfolio manager, and risk manager at one of Canada's largest pension funds.
We talked to Stephen about the ED4S secret shopper campaign, in which we spoke with Canadian financial advisors to determine their ability to meet the needs of clients looking to invest sustainably. While some advisors demonstrated a thorough understanding of sustainability issues, there is room for improvement if more financial advisors are to meet their clients' sustainability needs.
Host: Matt Orsagh, Chief Content Officer, ED4S Co-host: Maria Maisuradze, CEO, ED4S Guest: Stephen Kibsey, BSc, BEng, MBA, SIPC
8 epizódok
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