Sub-Advisory Institute has made the decision to pivot their 2020 East Coast and West Coast Roundtables virtually this fall. Sessions will include audience polling, brief presentations from a select group of sub-advisors, breakout discussion groups, and gatekeeper-moderated Q&A.

ESG & Impacting Investing: State of Play: 11:30 AM -1:30 PM (EST) | Oct 6, 2020

Before COVID-19, environmental, social and governance investing had already made inroads into reshaping the investment landscape. Many investors, advisors, and asset managers now believe ESG will benefit from the coronavirus-induced economic fallout. Some point to positive performance and lower volatility at various times during the market turmoil; others cite the increased interest in nonfinancial risks related to climate change, including board diversity and human rights issues in the supply chain. Is ESG proving to be a suitable risk management tool?

The Rise of Thematic Investment Strategies: 11:30 AM -1:30 PM (EST) | Oct 7, 2020

The COVID-19 pandemic has triggered structural changes to our daily lives. Will these be long-lasting? If so, what will be the impact on pre-existing trends? Undoubtedly, some trends will reverse, and others will strengthen. When a vaccine, effective therapeutics, or a combination of both, allow a return to normalcy, which themes will stick, and which regions will benefit? Which disruptive growth opportunities should investors be pursuing around the globe right now, and why?

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