In 2019, NEI engaged numerous times with Canadian financial advisors to provide educational support on Responsible Investing, including one-on-one meetings, branch presentations, conference seminars and webinars. Over the course of the year, thousands of financial advisors and investors are exposed to educational and/or promotional RI materials through NEI. Examples of training and/or educational seminars include:
• Responsible Investing basics – What is it? Why it matters? What is corporate engagement? How it makes a difference for communities, companies and shareholders.
• Responsible Investing Webinars – Targeted to financial advisors, especially those in Credit Unions, to help them identify how RI can be incorporated into investor portfolios.
• Hosted RIA panel for advisors on how to incorporate RI into your practice