Thu 3 & Fri 4 August 2017

Building a Better Future for Consumers, Advisers and Providers

Primary Audience: 
Investment Advisers

Financial Return and Personal Values – the Changing Consumer Attitudes to Responsible Investing

Simon O’Connor

Financial return and personal values – for many the two are equally important in investment decisions. The growth in importance of Responsible Investing – what are the current and projected trends, and the impact on the role of investment advisers.

Responsible investing once again hit the headlines in 2016 following public angst regarding certain and arguably unethical holdings by many of the nation’s KiwiSaver providers.

This once again highlighted the growing importance and growth in Responsible Investing and reflects consumers’ (and asset owners) preferences for a more responsible and ethical approach to investing.

In this session Simon O’Conner will outline the case for Responsible Investment; discuss global and local trends and growth; consumer demands; and will highlight compelling reasons why Responsible Investing should be an integral part of an adviser’s business practice. You’ll also hear from a local fund manager on why Responsible Investing is important to them and the approach they take.

About Simon O’Connor: Simon is the CEO of Responsible Investment Association Australia (RIAA), the peak industry body for responsible and ethical investors across Australia and New Zealand. RIAA represents 165 members who manage over $1 trillion of assets globally – ranging from large super funds and asset managers to financial advisers and dealer groups.

Simon operates at the intersection of economics, finance and sustainability and has over 15 years of international experience as an economic adviser, investment analyst and environmental consultant, across finance, corporate and not for profit sectors.

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