Click here to watch the webinar on demand. Speakers include Stephen Wall, Co-Founder, The Wealth Mosaic; Christopher Ansara, Founder & CEO, ALT/AVE; Alessandro Tonchia, Head of Strategy, Private Banking & Wealth, InvestCloud and Josh Cogan, Associate Partner, Head of Banking UK, Synpulse.
The panel explored the role of technology in embedding EDG into the wealth management sector. Topics ranged from regulatory compliance, reporting, client engagement and process optimization, to other key components. The conversation outlined how technology can meet the needs of wealth managers, and how to progress toward a state where technology seamlessly supports wealth managers in providing ESG solutions to their clients.
Taking into account Environmental, Social, and Corporate Governance (ESG) issues has long been part of wealth managers' considerations. However, recently, it has transitioned from a peripheral concern to a crucial aspect of their investment offerings and overall decision-making process. This shift is driven by various factors, including heightened awareness of climate change, benefits of robust corporate responsibility policies, and the significant influence of consumer preferences, particularly from the upcoming generation.
As wealth managers adapt to these changes, technology is poised to play a pivotal role in integrating ESG into the sector's offerings. In a landscape where technology permeates every facet, there's a clear opportunity for technology to enhance the incorporation of ESG principles.
