Discover how behavioural finance can accurately assess and capture investor preferences for sustainability and ESG, aligning them with suitable investment portfolios as EQ Investors and Oxford Risk partner in this new webinar. We'll also explore the importance of sustainable investment practices in today's financial landscape, compare different approaches/strategies, and outline key principles for successful outcomes. Get practical guidance for due diligence on sustainable investment options and benefit from insights shared by guest speakers Dr. Greg B Davies and Louisiana Salge. The webinar, moderated by Luke Powell, lasts for one-hour and includes an audience Q&A.
This webinar will cover the following key learning objectives:
- Understand the advantages to using a behavioural approach to capturing client sustainability preferences and how this can be done in practice to match an investor to a suitable portfolio
- Learn how to improve client engagement and reduce the intention-action gap
- Learn how to increase share of wallet and retain assets under management for longer, especially during periods of market instability and volatility
- Understand best practice portfolio construction for sustainable investments and/or ESG funds that result in meeting the best client outcomes
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