How to select the right ESG portfolio for your clients



With ESG factors continuing to drive a growing number of investor choices, easy-to-understand ESG solutions are a must-have for today’s adviser. In this session, Morningstar Investment Management CIO for the EMEA region, Dan Kemp, explores the key challenges and considerations when selecting and ESG solution. Dan will focus on how to determine the ‘ESG-ness’ of an investment, discuss the different approaches to ESG and highlight some key features to look for when selecting the right solution for you clients.

Chief Investment Officer