Sally Morris
ESG Conference 2021
What investor behaviour tells us about emerging ESG products and portfolios
Greg explores emerging investor preferences and the essential dimensions on which they differ, plus how a range of profiling tools is driving hyper-personalisation of ESG solutions to individual investors at scale.
Using behaviour-led insights, Greg will explain the importance of understanding individual investor preferences for ESG alongside more traditional risk and liquidity preferences. Not only is this increasingly required by regulators, but it is vital if the industry is going to a) develop products and solutions that meet what investors want, and b) unlock the latent demand for ESG by personalising portfolios and narratives.
Drawing on Oxford Risk’s extensive global research and data, Greg explores emerging investor preferences and the essential dimensions on which they differ, plus how a range of profiling tools is driving hyper-personalisation of ESG solutions to individual investors at scale.