3-months out from EU regulatory mandates, only 25% of advisors ask about clients’ sustainability preferences. Time to speed it up…but for the love of clients, not with a new questionnaire.
About Patrick SpennerHelping companies transform their go-to-market and commercial strategy; Challenger marketing expert and author; living the dream in the land of the long white cloud.
We ran a webinar series with MSCI sharing insights and a roadmap for crafting a high-quality SI experience. In this post, we cover highlights and include replay links.
Only 1/6 of investors interested in sustainable investing (SI) receive a high-quality SI experience. Those who do reward advisors with higher advocacy, AUM growth and referrals.
ESG investing is on the rise, but advisors are cautious of having values-based conversations. Behavioral profiling solutions are needed for advisors to navigate these nuanced conversations.
Fiduciary “Best Interest” Accounts for Plan Participants’ Risk Preferences – Shouldn’t It Also Justify ESG Preferences?Patrick Spenner2022-01-10T23:25:08+00:00
Capital Preferences has posted a comment to the SEC regarding a proposed rule change that would allow pension plan operators include ESG funds in their fund lineups.
We estimate that 55% of investors have a mismatch between their ESG preferences and portfolio – a clear opportunity for advisors to sharpen their pencils when profiling clients about ESG.