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Client expectations have shifted. Has your advice?
75% of New Zealanders expect their KiwiSaver or other managed investment fund provider to invest their money ethically and responsibly. More than half also expect their financial advisers to be knowledgeable about ethical and responsible investment options.
The RIAA Conference Aotearoa NZ 2026 equips financial advisers with the practical tools and insights to meet these expectations, stay ahead of evolving market demands and deliver high-quality responsible investment advice with confidence.
Why advisers attend
“You'll get to meet some like-minded people, some real specialists in their fields, and you'll learn so much from the conference itself. It will help build your own confidence around where this is going and how you can actually help towards this cause." - Mark Holtom, Managing Director and Financial Planner at Ethical Investing NZ.
“The practical session on 'Getting started in responsible investment for advisers' gave me the confidence that we are approaching this initial conversation with clients in the right way.” - past conference attendee.
“Thank you for an engaging day with some fantastic presenters and panel members.” - past conference attendee.
In 2025, conference attendees included individual financial advisers and firms such as First Advice, JBWere NZ, Forsyth Barr, Craigs Investment Partners.
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Built for advisers who want to strengthen client value, deepen capability and stay ahead of evolving market and regulatory demands.
- Deliver high-quality responsible investment advice with clear, compliant guidance
- Differentiate value proposition in an increasingly competitive advice market
- Earn CPD points while building real-world advice capability
- Build stronger professional networks with peers facing the same advice and compliance challenges
Financial adviser stream
Workshop - Lost in translation: Jargon busting
This workshop tackles the jargon barrier head on, equipping advisers with a shared, practical understanding of key responsible investment and ESG terms, from foundational concepts to emerging terminology.
Geopolitics and sovereign risk for financial advisers
This panel brings together two fund managers from different asset classes, equities and fixed income, to explore how they assess geopolitical risk in practice. The discussion will examine the signals managers watch for, how geopolitical instability changes the investment case for specific holdings, and where the most significant risk concentrations sit today.
Beyond the exclusion list: Can mining be a responsible investment?
This panel brings together fund managers with clear, defensible approaches to mining exposure to examine how they assess different commodities, what standards mining companies must meet to be investable, and how managers respond when those standards are no longer met.
How to build a responsible investment portfolio
Practitioners with different but complementary approaches to building and maintaining a responsible investment portfolio will walk through how they actually do the work: how they select funds, how they structure asset allocation, what they require from fund managers, and how they decide when something no longer meets the standard.
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