As the sustainable landscape shifts, with changes in regulations, client expectations and markets, financial advisers find themselves navigating rapid change - without a compass to show them the way to identify potential investment opportunities.
Dr. Xinting Jia, Sustainable Investing Strategist, shares key insights from the survey.
Based on proprietary research, this white paper reveals insights on the potential risks and rewards of sustainable investing, including:
The surprising demographics of sustainable investors — who is investing and why
Client expectations for long-term returns and portfolio impact from sustainable investments
How evolving regulations are reshaping sustainable investment strategies
The key business and investment risks financial advisers may need to manage
Where the growth opportunities could be for your business
In our view, sustainable investing isn’t just a passing trend — it’s a strategic business decision, a complex area of rapid change and a priority driven by the preferences of many prospective clients.