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Leading the Way Forward

Thought Leadership from the SRI Community

Are Your Clients ESG Investors? Looking past stereotypes to understand who are today’s ESG investors.

Sustainable investing—the use of environmental, social, and governance (ESG) factors to assess investing alternatives—is gaining momentum across the industry. Although most advisors are aware of this development, many still struggle to apply it in practice. Often, the chief obstacle to discussing sustainable investing with clients is uncertainty about which ones might be interested. This may prompt advisors to rely on common stereotypes that assume sustainable investing is a concern of only millennials and women—but our research shows that the true face of sustainable investing is much more diverse.
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