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Financial adviser roundtables: Hot topics with the experts

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Drova’s ESG stakeholder materiality assessment

Drova’s ESG Stakeholder Materiality Assessment is a digital tool designed to identify and prioritise environmental, social, and governance issues relevant to an organisation and its stakeholders. Aligned with frameworks such as the Global Reporting Initiative (GRI), it facilitates stakeholder engagement and produces a materiality matrix to inform sustainability strategy. The platform streamlines the assessment process, reducing time and cost compared to traditional methods.
Online tool/database

Diversity in action: How to sustain the financial planning profession

Raben Group
This paper contains case studies from select firms, outlining their actions towards diversifying their workforce and delivering scalable insights for replicating their successes. A key resource for increasing diversity and inclusion in the financial planning profession.
Research
17 November 2020