Focus your sustainability efforts on clients not managers

Tassos Stassopoulos  |  Trinetra Investment Management  |  19 February 2020  |  0.50 CE

Traditional finance theory suggests that the pursuit of profit is as universal as gravity. Yet the values of society change over generations and with that the goals and dreams of what people value and care about. Finance can no longer be considered in isolation, and must be looked at within the context of a country’s culture - something that shapes our clients’ biases, beliefs and behaviours, as well as our own. By refocusing their sustainable investing efforts from fund managers and onto client values and beliefs, practitioners start a chai...

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Led by behavioural finance expert, Herman Brodie, the Behavioural Finance - Investment Decision-Making course will help you identify, analyse and evaluate the principal human preferences that influence decision-making in situations of uncertainty, so you can recognise and identify these preferences in others, to improve investment decision-making.

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