written by Natalie Holt
Monday, 27 June 2022
Over recent weeks we’ve been talking to advisers and planners about how they approach ESG in their business, from the initial client conversation to the challenges this market needs to solve.
These conversations have formed part of work we're doing with Aviva to help cut through the ESG noise, and focus on some practicalities for firms.
On our latest HomeGames session we talked through some of the findings from that research, and what support is out there for firms wanting to build or review their advice process around ESG and sustainable investing.
We were joined by:
- Rebecca Kowalski, Overstory Finance
- Steven Pyne, Holden & Partners
- Al Ward, Aviva
· and our own insight director Steve Nelson, the lang cat
The panel discussed some of the wariness that exists around conversations with clients on ESG, the perhaps unhelpful focus on products, and the different approaches firms are taking to ESG advice.
We also talked about the "confidence gap" on due diligence in this space, when and if ESG will become the default, the role of individual preferences vs central processes, and whether due diligence should extend to how platforms and providers are run.
There was also some interesting discussion around one particularly provocative question: is ESG a fad or not?
If you've got an idea for a subject you'd like us to cover in a future HomeGames session (or would like to suggest yourself or someone else as a panellist), just let us know at [email protected]
Thanks for watching.