Calendar

Mar
27
Wed
An Adviser Guide to Responsible Investing Webinar @ Online Webcast
Mar 27 @ 11:00 am – 12:00 pm

Responsible and ethical investment has become a major part of the investment landscape across Australasia, with over half of all investments in Australia, and the vast majority in New Zealand, now being invested responsibly and ethically. Many investors in our region now understand that the most sustainable companies make the best investments. In this Webinar, our presenters will provide a brief introduction to responsible investing, the case for responsible investing, and run through a 4 step process of how financial advisers can start to incorporate responsible investing in to the advice process.

Learning Outcomes:

  • Greater familiarity with Responsible Investing
  • Definition and different approached to RI
  • The benefits of RI
  • The scope, take-up and importance of RI in NZ and around the world
  • Whys is RI important for advisers and their clients
  • Ways that advisers can incorporate RI into their advice process

11am, Wednesday 27 March 2019

Cost:  Free to members,  $39Inc GST Non-members

Presenters  Matt Mimms (RIAA NZ Board Member) and Simon O’Connor (RIAA CEO)

About the Presenters:

Simon O’Connor operates at the intersection of economics, finance and sustainability and has over 15 years of international experience as an economic adviser, investment analyst and environmental consultant. Prior to joining RIAA as CEO in early 2013, he spent over five years at the Australian Conservation Foundation (ACF) as their Economic Adviser. In particular, he led the debate on issues such as financing the transition to a low carbon economy, climate change policy and broader economic reform issues. He played an integral role in the development of the $10 billion Clean Energy Finance Corporation. Simon lives and works from his base in Melbourne

Matthew Mimms is the Founder and Managing Director of The Investment Store. Matt has over 30 years’ experience in financial services in both the UK and New Zealand. Immediately prior to establishing the Investment Store, Matt was head of Retail Sales and Service at BT Funds Management. Matt has been integrally involved in the NZ investment and financial adviser industry for 20 years including a 2-year stint as Chair of the Auckland branch for the then named Financial Planners and Insurance Advisers Association. Matt is a strong advocate for responsible investing and is currently a board member of the Responsible Investment Association of Australasia (RIAA). He has a business degree from the University of Sheffield (UK) and a Diploma in Business Studies (personal financial planning) from Massey University.

Apr
4
Thu
Strategi Institute Life and Health Insurance Strand – Auckland
Apr 4 @ 8:30 am – 4:30 pm
Apr
5
Fri
Strategi Institute Life and Health Insurance Strand – Auckland
Apr 5 @ 8:30 am – 4:30 pm
Apr
8
Mon
Financial Advice New Zealand Navigating Level 5 – 1 day workshop Life & Health Insurance
Apr 8 @ 8:00 am – 4:00 pm
Apr
9
Tue
Financial Advice New Zealand Navigating Level 5 – 1 day workshop Life & Health Insurance
Apr 9 @ 8:00 am – 4:00 pm
Apr
10
Wed
Strategi Institute Core Strand – Auckland
Apr 10 @ 8:30 am – 4:30 pm
Apr
11
Thu
Strategi Institute Core Strand – Auckland
Apr 11 @ 8:30 am – 4:30 pm
Apr
12
Fri
Strategi Institute Financial Advice Strand: Legislative Framework – Auckland
Apr 12 @ 8:30 am – 1:00 pm
May
7
Tue
Strategi Institute Financial Advice Strand: Advice Process – Auckland
May 7 @ 8:30 am – 4:30 pm
May
8
Wed
Strategi Institute Financial Advice Strand: Advice Process – Auckland
May 8 @ 8:30 am – 4:30 pm