Join our webinar

Establishing options to help end clients invest in line with their values can be complex, yet estimates predict up to one-third of global investment assets will be environmental, social, or governance led by 2025 (Bloomberg Intelligence 2021). Learn about the state of values-based investing from industry experts and hear a case study about one financial provider’s successful solution.

Revisit the engaging conversation between our moderator April Rudin, Maria Nazarova-Doyle, and Dr. Vian Sharif in January 2023


  • Current state of sustainable investing

  • Scottish Widows (Lloyds Banking Group) experience with sustainable investing​

  • Demonstration of FNZ Impact, the award-winning solution integrated into FNZ’s global wealth management platform​

  • Q&A​