ESG Portfolio Management: Start the Conversation

Environmental, social and governance (ESG) factors are a top priority for clients, yet new research from CoreData shows only 24% women and 42% men discuss ESG with their adviser.

Watch the panel session featuring Simon Hoyle Head of Market Insight, CoreData, Julia Harley Financial Adviser, EthInvest and Leah Willis Head of Client Relationship, Australian Ethical as they discuss how advisers are initiating the ESG conversation with their clients and the realities of servicing this growing client need.