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How can the retail investment community make money and do good? What might being a ‘Dialshifter’ look like?
This is a small, informal closed-door session for people who work in retail financial services and investment.
Please sign up in advance if possible. Attendances will need to be approved by SRI Services and the Reset team.
The premise of this session is that whilst investors cannot be held responsible for everything that happens in the world, they are none the less important – and the retail investment and advisory communities are part of this.
Building on the work of the Adviser Sustainability Group – and their report – we will be having an open discussion about the compatibility of ‘making money and doing good’ and how we can work together to meet clients' individual needs better, whilst contributing to a brighter future.
