This session provides a practical overview of Socially Responsible Investing (SRI) and how it can be effectively incorporated into client advice. The presentation will cover the key principles of ESG investing, current market trends, and the evolving regulatory landscape, with a strong focus on real-world application. Attendees will gain insights into assessing client preferences, selecting suitable investment solutions, and addressing common challenges such as performance concerns and greenwashing. This is an opportunity to enhance your advisory approach and better meet the growing demand for SRI Investments.
List of Topics Covered:
- Overview of Socially Responsible Investing (SRI)
- Market Trends and Client Demand
- ESG Framework: Environmental, Social and Governance Factors
- Investment Performance and Risk Considerations
- Challenges including Greenwashing and Data Limitations
- Regulatory Considerations
- Integrating ESG into the Advice Process
- ESG Product Selection and Portfolio Construction
Declan King
Declan is Chief Investment Officer at Metis Ireland.
He began his career on Wall Street, gaining invaluable experience at the heart of global finance before returning home to Ireland in 2015. Prior to joining Metis Ireland, Declan served as Head of Investments at Davy, where he led investment strategy across their retail and intermediary platforms.
Declan’s investment philosophy is grounded in discipline, evidence-based decision making, and a long-term perspective. A dual charterholder (CFA and CAIA), Declan is widely recognised as a thought leader in investment strategy and wealth management in Ireland. His insights are frequently sought after by industry publications and professional bodies.
Date: 12th November 2026
Time: 10am-11am
Location: Online via Zoom.
1 hour in category 3
LIA Members: Free
Non-LIA Members: €35.00
ACCESSING THE EVENT
Upon completing your registration for this event, you will receive a confirmation email. This email will contain a Zoom access link to join the event at the scheduled time.
Alternatively, you can access the event through LIA Elevate by following the steps below:
1. Visit our website lia.ie.
2. Log in to the members area (top right).
3. Hover over ‘LIA Elevate’ in the top navigation bar and select ‘My Events and On Demand Learning’.
4. Click “Go to your Learning Centre”.
5. Details of the event, including an “Attend” button will appear here. Launch the event directly in Zoom by clicking ‘Attend’.
HOW CAN I ACCESS THIS EVENT ON-DEMAND?
If you register for this event and find you cannot attend on the day, the event will be made available On-Demand within seven working days.
You can view the event On-Demand via LIA Elevate. To obtain CPD, you will be required to complete a short series of multiple-choice questions at the end of the recording.
1. Click here to log into your LIA account.
2. Hover over ‘LIA Elevate’ in the top navigation bar and select ‘My Events and On Demand Learning’.
3. Click “Go to your Learning Centre”.
4. The On-Demand module will appear for you to complete within your Learning Centre. This will only be available 7 working days after the event.
If you register for this event and find you cannot attend on the day, don’t worry. The event will be made available On-Demand within seven working days for members who registered but did not attend the event. You can view the event On-Demand via LIA Elevate. To obtain CPD, complete a short series of multiple-choice questions at the end of the recording.
Should you require more information, our team is more than happy to assist you. You can chat with a member of our team via Live Chat on our website (weekdays 11am – 4pm), by email at events@lia.ie or by phone at 01 456 3890 (weekdays 9am – 5pm).