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September 16, 2021

Just Wealth launches ESG training programme

By Patrick Brusnahan

Financial advice firm Just Wealth has added ESG training to its programme for self-employed advisers.

The new programme will be delivered in partnership with The Openwork Partnership who Client Portfolio Manager delivers bespoke webinars for Just Wealth advisers.

Covered in the Just Wealth ESG programme are factors that determine a businesses’ rating and how to talk to clients interested in sustainable investing.

Furthermore, the popularity of ESG funds has increased over recent years. According to Refinitiv Lipper, the first half of 2021 saw 80 exchange-traded funds and mutual fund launches in the UK, 37 of which were ESG vehicles, up from only 17 ESG launches in 2017.

David Magee, head of wealth at Just Wealth, commented: “Investors are more interested than ever in ensuring their money is having a positive impact on the planet, so it is crucial our advisers can give knowledgeable guidance on the subject.

“By working with closely with Openwork’s exceptional Investment Managers, we can provide Just Wealth advisers with all the expertise they need to deliver ESG advice. One of the key benefits that Just Wealth provides is the continual investment in developing our team, and this course helps to ensure we can discuss this subject matter accurately and confidently within our holistic advice to clients.”

Rohit Vaswani, client portfolio manager at The Openwork Partnership, added: “It is crucial that financial advisers are continually learning and keeping on top of the latest trends. ESG has moved beyond a niche topic that a select few investors are interested in and has become mainstream.

“It has grown in importance to the stage now that the question is no longer whether a financial institution should take ESG factors into account, but rather when and how. Our training will ensure the Just Wealth team can deliver expert advice, and give them all the tools they need to advise on ethical investing.”

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