The Center participates in a forum on responsible and sustainable investment in family wealth management

The Covid-19 pandemic has accentuated the obvious need for more sustainable development. Not only is the future of the planet at stake, but also the permanence of companies, which are facing new generations of consumers who demand a more responsible approach.

To achieve the challenging, sustainable development goals proposed by the United Nations for the 2030 Agenda, collaboration between companies and governments is necessary. An alignment, backed by investors, that will generate substantial long-term benefits and bring about a more livable and equitable planet.

To address the imminent need for financial sustainability for families, trends in the sector, and the impact on portfolios, the Center participated in an event organized by Pictet that brought together experts to share their vision of the future on this topical issue, as well as the advantages and benefits of ESG portfolio management and the importance of good governance.

The event featured Carlos Mas Ivars, President of the IE Center for Families in Business and member of the Pictet Advisory Board along with Ana Guzman, Investment and Impact Director at Portocolom; César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management; Carlos González-Mesones, Senior Portfolio Manager and ESG investment specialist at Pictet Wealth Management Spain, and Luis Sánchez de Lamadrid, Managing Director Pictet Wealth Management Spain.

For more details of the event, access the article published by Expasión. Link to the article (ESP)

Link to the complete session: “Responsible and sustainable investment in family wealth management.” (ESP)