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Client Relationships
Carl Richards: Defining Advice, Defending “the PLAN” , Imposter Syndrome and everything in between!
In this episode, the NYT’s “Sketch Guy “ shares his best advice for those providing advice, why our industry needs to stop selling certainty, how to reposition financial advice to your current and future clients and where creative thinking fits into an advisor’s workflow.
Sustainable Investing
The ABC’s of ESG
ESG (Environmental, Social and Governance) investing has become a central theme across the investment community, particularly following the events of 2020. Paul LaCoursiere, Head of ESG Investments, introduces the three main categories of ESG investment strategies and explores some of the considerations to be aware of.
Client Experience
What Your Clients Need Now
Optimism is in the air this spring as we look forward to the prospect of returning to the activities we enjoyed pre-pandemic.
Sustainable Investing
Global Perspectives: Sustainable Investing in Clean Technologies
This piece is approved to use with clients.
In this episode of our “Global Perspectives” podcast series, Global Sustainable Equity Portfolio Managers Hamish Chamberlayne and Aaron Scully join Adam Hetts to discuss the latest trends in sustainability.
Sustainable Investing
Webcast: Sustainability-Driven Investing Thrives in an Increasingly Digitalized World
Please join us for an exclusive webcast with investment team members of the Janus Henderson Global Sustainable Equity Fund. You’ll hear firsthand their perspective and outlook for ESG investing.
Client Experience
Valuation: The Key to Understanding Past and Expected Returns
All investment strategies will experience times of underperformance. If investors trade out of a portfolio after it underperforms, they lock in those losses—something that can destroy wealth over time. Often periods of underperformance are followed by rebounds. But when might an investor expect a portfolio to rebound?
Sustainable Investing
Demonstrating a Commitment to Sustainable Investing
This piece is approved to use with clients.
It's vital for financial advisors to be able to understand which values are important to their clients. Paul Arnold, Portfolio Manager, and Dan Kemp, Chief Investment Officer, EMEA, discuss how advisors can better understand why ESG is important to a client–whether it’s the expression of one’s values or something else.