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

Michelle Ryan Director and Chief Sustainability Officer at True

With an 18 year career in Private Banking, both in Jersey and London, Michelle has gained significant technical expertise as well as a comprehensive network of industry connections. She has led teams and projects throughout her various roles and latterly headed the business development function for a large Private Bank across the Channel Islands. Michelle started True, a sustainability business, in 2020 and she brings this experience to her role as Director and Chief Sustainability Officer, partnering with corporate clients on their sustainability journeys.