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Sustainable Investing for Private Clients: Innovations for Advisors


February 26, 2020
3:30 PM - 6:30 PM

Fidelity
6501 S. Fiddler’s Green Circle
Greenwood Village, CO 80111

Agenda

3:30 - 4:00 PM | Check-in and welcome reception with soft drinks
4:00 - 5:30 PM | Program and workshop
5:30 - 6:30 PM | Cocktail hour and networking

Sustainable Investing For Private Clients: Innovations For Advisors

CFA Institute surveys of high net worth investors in 2018 revealed that 11% cite sustainable investing as a priority, with significant skews towards greater interest by females, investors with more than $10 million in investable assets, and younger investors. Indeed, 30% of younger investors surveyed indicated this as a priority. As client demand for sustainable investment strategies emerges and grows, advisors have struggled to make sense of the landscape and make informed decisions on behalf of their clients.

This workshop will explore the current state of practice in this fast-growing area and preview innovations in tools and resources becoming available to advisors. William Burckart, President of The Investment Integration Project and co-author of the recently released Fundamentals of Sustainable Investment: A guide for financial advisors will discuss practical solutions to finding the right way to discover client interests and priorities and translate them into actionable ideas;  Richard Smyers of Fidelity Labs (the R&D arm of Fidelity) will discuss breakthroughs in tools for advisors to best integrate sustainable investing strategies within their existing portfolio management structures. A facilitated discussion with participants will follow in which practitioner questions will be addressed, preferences for future innovations explored, and ideas for integrating sustainable investing into the spectrum of advisor capabilities considered.

Richard smyers

Rick Smyers is a Managing Director in Fidelity Labs, a unit of Fidelity Investments, where he is leading a values-based investing software startup for RIAs. Rick has 20 years of experience in financial services and has worked across multiple Fidelity business units, including asset management, institutional investing, workplace investing, personal investing, and healthcare. In his prior role in the Fidelity Center for Applied Technology, he was responsible for programs to drive innovation at scale throughout Fidelity. His team provided tools, training, and services to enable and empower all associates at Fidelity to contribute to innovation. He has also led multiple projects focused on growth strategies, new product development and process design. Prior to joining Fidelity, Rick served as VP of Product for Assette LLC, a provider of SaaS solutions for institutional investment managers.

 

William Burckart

William Burckart is the President and co-founder of The Investment Integration Project (TIIP), an applied research and consulting services firm that helps investors multiply their impact. Mr. Burckart has worked with a range of clients, including investment management firms, private foundations and endowments, government and major industry bodies, helping them to integrate impact and investment goals through the development and implementation of ESG and impact investment strategies. He has also contributed to the field through groundbreaking research, including the development of market insights and practical guidance for institutional investors and financial advisors in collaboration with the Money Management Institute (MMI); co-editing the New Frontiers of Philanthropy: A Guide to the New Tools and Actors that Are Reshaping Global Philanthropy and Social Investing (Oxford University Press: 2014), and was involved in the writing of the “Status of the Social impact investing Market: A Primer” (UK Cabinet Office: 2013) that was distributed to policymakers at the inaugural G8-level forum on impact investing. Mr. Burckart is a fellow of the High Meadows Institute.

 

Nicolas Brunetti, CFA

Nicolas Brunetti is vice president of Investment Research and Development at Fidelity Labs, an incubator of new businesses within Fidelity Investments.  In this role, Mr. Brunetti is working on a startup researching multi-asset class ESG investment solutions. Prior to assuming his current position, Mr. Brunetti served as a portfolio manager and senior investment manager at Strategic Advisers, Inc. (SAI), a registered investment adviser and a Fidelity Investments company where he managed and oversaw the development of equity separately managed account (SMA) strategies. He managed the Strategic Advisers Tax-Managed U.S. Large Cap SMA, the Fidelity® Tax-Managed U.S. Equity Index Strategy, the Strategic Advisers Equity Growth and Equity Value SMAs and the Fidelity® Equity-Income Strategy. Before joining Fidelity in 2011, Mr. Brunetti was a quantitative analyst and senior vice president at Putnam Investments. Previously, he held various roles at Citi, including quantitative analyst with the European equities portfolio management team at Citi Asset Management in London, UK, and director and head of the Quantitative Insights Group within Citi Global Wealth Management’s Tailored Portfolio Group in Stamford, CT.

 

 

 

 

Thanks to our sponsor