Talking ESG: The client and member experience
- What are clients saying about how they want to direct their investments and retirement savings?
- How do advisers engage with clients to deeply understand their questions and how to match their values with the right financial solution?
- How are members engaging with their super fund when it comes to questions around ESG?
- How should staff communicate with members about what they're doing at a while of fund level as well as within individual SRI/ethical/sustainable options across the spectrum?
- What does this trend towards seeking to align personal values with investment choices mean for the industry as a whole?