Agenda

Bernard Delbecque will highlight why financial literacy is important for EFAMA and focus on the asset management industry

Annamaria Lusardi will highlight the importance of financial literacy and provide new evidence and recommendations

Chiara Monticone will provide some background information on the OECD Recommendation on Financial Literacy and explain what kind of financial literacy activities firms from the private financial sector could take to support decision-making about saving, investment, retirement and pensions

Marcel Haag will present the actions foreseen by the European Commission in the area of financial education to strengthen the CMU

Nadia Linciano will make a presentation on financial education efforts in Italy related to saving and investment decisions and highlight key needs and delivery channels

Cristina Catania and Martin Huber will present the key elements of a programme that could be developed and consistently delivered by asset managers and distributors to enhance the level and the spread of investment education, highlighting the benefit in terms of ESG investing