Behavioural Finance with Simon Russell
ESG - client engagement & investment decision-making with Jared Norris
13 Sep 2021
In this conversation with Jared Norris we discuss the reasons why a disconnect can occur between ESG investments and client & member expectations; the challenges financial advisers and super funds face when engaging and educating clients about complex ESG issues; why the assessment of governance-related issues presents the biggest opportunity for improvement; and how technology, surveys and triage tools can help overcome some of these problems.
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