Addressing Retail Clients’ Objectives in the Energy Transition
Millions of people marched for climate action in 2019, and many had one message: “Walk away from fossil fuels.” There is a trend towards decarbonizing the economy and investment portfolios, and fund managers are taking different approaches to tap this trend and manage exposure to climate risk. Some have chosen to reduce the carbon footprint of their portfolios, while others are divesting from fossil fuels and some are betting on shareholder engagement to change the system from within. Advisors have access to a wide array of solutions to match their client’s convictions. So how do you choose? This session will help retail advisors to: (1) Understand the energy transition and its implications for portfolios; (2) Navigate the different strategies available on the market; (3) Be prepared for your client’s questions about the fossil fuel industry.