|  | Sponsor content from Fincentric™ by S&P Global |  |
| Sponsor content from Fincentric™ by S&P Global |
| Hello Reader, As the prominence of ESG investing continues to surge, wealth managers find themselves grappling with a host of challenges such as data quality, reporting standards, client engagement, and portfolio optimization. According to a recent S&P Global Market Intelligence study, 87% of advised investors were interested in considering sustainability criteria to varying degrees. The study found that the main reason investors don't take sustainability criteria into account is a lack of knowledge about available investment options. Notably, 83% of advisors claimed that the use of sustainable factors would be driven by the availability of tools that allow customization to meet clients' sustainability needs. In this upcoming webinar, we will delve into trends influencing sustainable investing, as well as how digital resources can improve your investing experience. These resources will aid in encouraging ongoing learning and adaptation, ensuring that you stay at the forefront of constantly evolving sustainability trends and the needs of your clients. Discussion topics will include:
- ESG Trends & Best Practices in Wealth Management
- How Fincentric™ by S&P Global is adapting to the evolving needs of clients
- Illustrations on how digital tools help navigate extensive sustainability datasets and drive a client-centric approach.
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 | | Avipsha Mitra | Director - Product Development & Management
Fincentric™ by S&P Global | | (Speaker) |
|  | | Heather Williams | Creative Director, UX/UI Design
Fincentric™ by S&P Global | | (Speaker) |
|  | | David Adler | Wealth Management & Behavioral Finance Expert
| | (Moderator) |
|
| |
| | Avipsha Mitra | Director - Product Development & Management
Fincentric™ by S&P Global | | (Speaker) |
| | | Heather Williams | Creative Director, UX/UI Design
Fincentric™ by S&P Global | | (Speaker) |
| | | David Adler | Wealth Management & Behavioral Finance Expert
| | (Moderator) |
|
|
 | | NASBA CPE Credit is being offered for this webinar.** | | SourceMedia Inc. d/b/a Arizent is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. |
|
| | NASBA CPE Credit is being offered for this webinar.** | | SourceMedia Inc. d/b/a Arizent is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. |
|
| ** In order to qualify to receive the CPE credits, you will need to attend and stay on the live web seminar for its duration, which is about 60 minutes. This web seminar is not approved for IRS CPE Credit. |
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