Dorothée Chapuis - Societe Generale Private Banking
Alessandro Tonchia - InvestCloud Private Banking & Wealth
Lily Trager - Morgan Stanley
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.)