Responsible Investing considerations in 2026: Fiduciary Duties and Client Values

This webinar will explore the changing landscape of responsible investing in 2026, focusing on how fiduciary duties are evolving to accommodate client values alongside financial returns. Participants will gain a clear understanding of the regulatory environment, including expectations for integrating environmental, social and governance factors into investment decision-making. The session will consider how firms can reconcile clients’ ethical preferences with their obligations to deliver robust performance, and how reporting standards are shaping accountability in this area. Case studies will illustrate how leading firms are embedding responsible investment practices while managing risks such as greenwashing and inconsistent disclosure. Attendees will leave with practical insights into portfolio construction, client communication and evidencing outcomes in line with fiduciary duties. This webinar will be essential for investment professionals, trustees and advisers seeking to align client expectations with regulatory requirements and sustainable investment strategies.

This webinar provides one-hour of CPD and offers insights and updates from a leading industry-expert speaker. 

Delegates places are interchangeable with colleagues from the same organisation.

Content

• The evolving scope of fiduciary duties in responsible investing

• Balancing financial performance with environmental and social goals

• Navigating client demands for values-based investment strategies

• Regulatory expectations for ESG integration and reporting

• Practical approaches to measuring and evidencing responsible outcomes

Presenter

TBC .

Bio to follow.