{"id":65043,"date":"2022-06-06T08:08:37","date_gmt":"2022-06-06T12:08:37","guid":{"rendered":"https:\/\/www.riacanada.ca\/?page_id=65043"},"modified":"2022-06-09T13:29:05","modified_gmt":"2022-06-09T17:29:05","slug":"market-education-winner-2022","status":"publish","type":"page","link":"https:\/\/www.riacanada.ca\/wordpress\/market-education-winner-2022\/","title":{"rendered":"Market Education Winner (2022)"},"content":{"rendered":"\n<div class=\"wp-block-image\"><figure class=\"aligncenter is-resized\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.riacanada.ca\/wordpress\/content\/uploads\/2020\/12\/RGPInvestments_pms7691-1000x500.png\" alt=\"\" class=\"wp-image-49759\" width=\"305\" height=\"150\"\/><\/figure><\/div>\n\n\n\n<p style=\"text-align:center\"><strong>RGP Investments<\/strong><\/p>\n\n\n\n<p style=\"text-align:center\"><strong><em>Project:<\/em>&nbsp;ESG Head-to-Head Analysis<\/strong><\/p>\n\n\n\n<p style=\"text-align:left\">Launched as a major update to RGP Investments\u2019 Head-to-Head tool which RGP Investments has been using with financial advisors in Canada for the past eight years, RGP Investments wanted to create a tool that would help advisors educate, engage, and counsel their clients on the topic of ESG\/responsible investments.<\/p>\n\n\n\n<p style=\"text-align:left\">By now, advisors in Canada have ample knowledge around responsible investments, but RGP Investments believed there was a gap in tools that enable advisors to engage clients effectively. RGP Investments\u2019 tool addresses this gap effectively by helping advisors compare not only the financial outperformance of a recommended portfolio but also how their portfolio can outperform from the lens of ESG risks and sustainability.<\/p>\n\n\n\n<p style=\"text-align:left\">RGP Investments\u2019 report takes much of the vagueness of the client\u2019s educational experience by providing the advisors with an actual existing investment portfolio comparison to a recommended portfolio through both lenses of financial and sustainable factors. Instead of having a conversation at the \u2018concept\u2019 level, RGP Investments helps advisors give clients information on their own, real-life case study.<\/p>\n\n\n\n<p style=\"text-align:left\">Advisors who have used this tool over the past year have provided phenomenal feedback on the ability to engage clients on the topic of RI, which has led to a substantial increase in investment of ESG\/responsible investments funds for their book.<\/p>\n\n\n\n<hr class=\"wp-block-separator\"\/>\n\n\n\n<p style=\"text-align:left\"><strong><em>Finalist<\/em>: Desjardins&nbsp;Investments<\/strong><br><strong><em>Project<\/em>: 2021 RI Education Campaign: Making RI Accessible to All with a Needs-Based Approach<\/strong><\/p>\n\n\n\n<p style=\"text-align:left\">The winner and finalist scorecards can be found <a href=\"https:\/\/www.riacanada.ca\/wordpress\/content\/uploads\/2022\/06\/2022-Awards-Winner-Finalist-Scorecard-PUBLIC.xlsx-Market-Education.pdf\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\"here (opens in a new tab)\">here<\/a>.<\/p>\n\n\n\n<p style=\"text-align:left\">Learn more about the <a href=\"https:\/\/www.riacanada.ca\/wordpress\/news\/2022-ria-leadership-award-winners-finalists\">2022 RIA Leadership Awards<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>RGP Investments Project:&nbsp;ESG Head-to-Head Analysis Launched as a major update to RGP Investments\u2019 Head-to-Head tool which RGP Investments has been using with financial advisors in Canada for the past eight years, RGP Investments wanted to create a tool that would help advisors educate, engage, and counsel their clients on the topic of ESG\/responsible investments. By [&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 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Market Education Winner (2022) - Responsible Investment Association<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.riacanada.ca\/wordpress\/market-education-winner-2022\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Market Education Winner (2022) - Responsible Investment Association\" \/>\n<meta property=\"og:description\" content=\"RGP Investments Project:&nbsp;ESG Head-to-Head Analysis Launched as a major update to RGP Investments\u2019 Head-to-Head tool which RGP Investments has been using with financial advisors in Canada for the past eight years, RGP Investments wanted to create a tool that would help advisors educate, engage, and counsel their clients on the topic of ESG\/responsible investments. 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