Product and Compliance Track - Panel 3: Enhancing Client Relationships Through ESG/SRI Analytics and Reporting
Date & Time
Thursday, June 17, 2021, 12:15 PM - 1:00 PM
Wally Okby, Senior Analyst, Aite Group

Analytics solutions for sustainable investing can play an important role in deepening client engagement and increasing wallet share. The solutions are moving beyond information gleaned from static data to delivering actionable real-time insights.

This panel will:

  • Demonstrate the financial and nonfinancial value (from a private client’s perspective) of investing sustainably
  • Showcase some of the unique reporting tools available on the market now and under development
  • Assess what wealth managers demand most from these types of platforms (ability to scale, customize, measure impact, connect with philanthropy, etc.)