Environmental, Social and Governance (ESG) and M&G
Session: 11 February
Cat McInally, Business Development Manager and Mark Riggall, Head of Client Portfolio Management discussed the phenomena of ESG and how it’s set to change the face of investment advice in the UK. In particular, they looked at what it means for M&G plc, and the ESG oversight that is applied to Prudential’s funds. In addition they looked at what practical steps advisers can take now, and how to embed ESG in their new client onboarding process and also their client reviews.
Learning Outcomes – to demonstrate an understanding of ESG in relation to:
- Why ESG is changing investment advice
- How Prudential applies oversight
- What can advisers do now to ensure client recommendations are appropriate
Presenters – Cat McInally – Business Development Manager
Mark Riggall – Head of Client Portfolio Management
Environmental, Social and Governance (ESG) and M&G
To claim your CPD certificate, test your knowledge with the questions below.
Write down your answers to each of the following questions and check your answers when you click through to claim your CPD certificate on the link below.
Test your knowledge
1. There are various strategies used within responsible investing, these include:
a. Negative and positive screening and norm-based screening
b. Thematic
c. Integration
d. Engagement
e. All of the above
2. Norm – based screening used the UNGC principles, this is?
a. United Nations Green Climate Principles
b. United Nations Global Climate Policies
c. United Nations Global Care Principles
d. United Nations Global Compact Principles
3. Governance is concerned with the systems that are in place for a companies management to act in the best interests of its long-terms shareholders, these include:
a. shareholder rights, management compensation policy, community action
b. shareholder rights, composition of the board, management compensation policy, fraud and bribery
c. Shareholder rights, workforce health, management compensation policy, composition of the board
d. shareholder rights, community relations, fraud and bribery, management compensation policy
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