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Join the Financial Planning Institute of Southern Africa (FPI) along with Jon Duncan and Gontse Tsatsi from Old Mutual for an hour long webinar which is scheduled to take place on the 19th of October 2021 at 10h30.
In the first quarter of 2021, responsible investment funds attracted 17% more assets and touched almost USD2 trillion, achieving a fourth consecutive quarter of worldwide record inflows. The 2021 Financial Adviser Survey found that 73% of financial advisers report that their clients are more interested in Environmental Social and Governance (ESG) investing, resulting in two thirds investing their clients’ money in ESG solutions.
In this talk we will touch on global trends, the relevance of Responsible Investing(RI) to the modern day financial planner and the future of financial services , the South African industry’s response and how RI and ESG investing can assist a planner in future proofing his/her practice.
Date & Time: 19 October 2021 | 10h30 - 11h30
CPD: 1 Technical Verifiable CPD hour
COB Category: Investments
Financial Planning: Asset Management
Financial Advice: Investments & Investment Risk
Cost FPI Member: Complimentary (Registration required for live session, link will be sent few days before)
Cost Non-Member: R250
About the speaker: Jon Duncan
Jon Duncan leads the Responsible Investment Program at Old Mutual Group. The Program is focused on driving the systematic integration of material environmental, social and governance (ESG) issues across the Group’s cR650 billion of funds under management. This work has primarily been about building out and implementing the business case for Responsible Investment across the Groups various investment capabilities from listed equity, private equity, infrastructure and fixed income.
Jon leads a team that undertakes industry ESG research, the analysis of green growth opportunities, and engagement on regulatory issues and local industry initiatives, such as the Code for Responsible Investing South Africa (CRISA). Jon was involved in the drafting of CRISA and currently sits on the CRISA committee that drives the application of the Code in South Africa. He leads the Groups working relationship with the UNPRI and sits on the PRI global reporting and assessment committee. Jon sits on the University of Cape Town advisory panel for Responsible Investment and additionally sits on the South African National Task for Impact investing.
In 2015, Jon was appointed as Senior Associate of the University of Cambridge Institute for Sustainability Leadership, which brings together business, government and academia to find solutions to critical sustainability challenges.
About the speaker: Gontse Tsatsi
Gontse has worked in Financial Services for over a decade, serving in strategy, operations and business development roles He holds academic qualifications in Business Management and Biological Sciences In his current role, he is responsible for catering to the needs of and growing Old Mutual Investment Group’s retail client base.
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