{"id":54425,"date":"2021-06-07T10:46:28","date_gmt":"2021-06-07T14:46:28","guid":{"rendered":"https:\/\/www.riacanada.ca\/?page_id=54425"},"modified":"2021-06-09T10:41:09","modified_gmt":"2021-06-09T14:41:09","slug":"market-education-winner-2021","status":"publish","type":"page","link":"https:\/\/www.riacanada.ca\/wordpress\/market-education-winner-2021\/","title":{"rendered":"Market Education Winner (2021)"},"content":{"rendered":"<p><img decoding=\"async\" loading=\"lazy\" class=\"wp-image-54426 size-full aligncenter\" src=\"https:\/\/www.riacanada.ca\/wordpress\/content\/uploads\/2021\/06\/BMO-GAM-Square-copy.png\" alt=\"\" width=\"263\" height=\"173\" \/><\/p>\n<h4 style=\"text-align: center;\">BMO Global Asset Management<\/h4>\n<p style=\"text-align: center;\"><strong><i>Project:<\/i> MyESG Campaign: Aligning Beliefs and Investments<\/strong><\/p>\n<p style=\"text-align: left;\">MyESG Campaign was created to educate the market and integrate ESG further into the conversation through in-depth analysis, new insights and innovative tools and resources- for both Canadian investors and their Advisors:<\/p>\n<ul>\n<li style=\"text-align: left;\" aria-level=\"1\">Digging deeper: went beyond the headline statistics to truly understand individual mindset around ESG investing through pioneering research with 2,000 high-net-worth investors across Canada and the U.S.<\/li>\n<li style=\"text-align: left;\" aria-level=\"1\">Research identified four distinct ESG personality types: proved ESG investing has a wide spectrum of preferences and beliefs, key to addressing that there is no &#8220;one size fits all&#8221; conversation (Motivated, Ready, Pragmatic and Skeptical)<\/li>\n<li style=\"text-align: left;\" aria-level=\"1\">Bringing research to life through a simple, yet effective educational tool: created the intuitive, digital MyESG quiz, which enables Advisors to have more meaningful ESG conversations with clients by tuning into investors&#8217; unique personas<\/li>\n<li style=\"text-align: left;\" aria-level=\"1\">Deepening relationships: supports quality conversations by addressing the most important issues to the client with additional value-add resources including ESG Advisor Toolkit, ESG Discussion Guide, Client handout, FAQs, Podcast, and a Look Book of Research Results<\/li>\n<\/ul>\n<p style=\"text-align: left;\"><strong><i>Finalist:<\/i> Desjardins<\/strong><br \/>\n<strong><i>Project:<\/i> The RI Certification Program: Empowering advisors to integrate RI into their practice and to educate their clients<\/strong><\/p>\n<p style=\"text-align: left;\">The winner and finalist scorecards can be found <a href=\"https:\/\/www.riacanada.ca\/wordpress\/content\/uploads\/2021\/06\/2021-Individual-Scorecards_Market-Education_PUBLIC.pdf\">here<\/a>.<\/p>\n<p style=\"text-align: left;\"><a href=\"https:\/\/www.riacanada.ca\/wordpress\/news\/2021-ria-leadership-award-winners-finalists\/\">Learn more about the 2021 RIA Leadership Awards.<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>BMO Global Asset Management Project: MyESG Campaign: Aligning Beliefs and Investments MyESG Campaign was created to educate the market and integrate ESG further into the conversation through in-depth analysis, new insights and innovative tools and resources- for both Canadian investors and their Advisors: Digging deeper: went beyond the headline statistics to truly understand individual mindset [&hellip;]<\/p>\n","protected":false},"author":7472,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.0 - 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